Curricular Information
OFFICIAL AUDITOR
(Representatives of the Audit Company
PricewaterhouseCoopers & Associados, SROC, L.da
and Alternate Member)
António Alberto Henriques Assis
Nationality
Portuguese
Position
Partner in the Assurance and Business Advisory (Assurance) Line of Service.
Currently leader of the Advisory Line of Service
For several years he was Member of the “Territory Leadership Team”
Territory Human Resources Partner
Responsible for the Cape Verde office
Academic and
professional
qualifications
Degree in Business Management, Lisbon School of Economics (ISE)
Degree in Accounting and Management, Lisbon Accounting and Management
Institute (ISCAL)
Registered Statutory Auditor (ROC)
Registered Public Accountant
Attendance of several internal and external training courses in Portugal and abroad
on management, auditing, accounting, information systems, taxation and soft skills
Professional
and business
experience
Broad auditing experience in local and international commercial, industrial, banking,
insurance and service companies and non-profit organizations in addition to a
relevant tax experience
Selected major client responsibilities:
In Portugal
• Industrial, commercial and service companies
° Portucel Group (pulp and paper production)
° Amorim Group
° Sonae Group
° Shell Portuguesa
° Siderurgia Nacional (national steal manufacturer)
° Cap Gemini Ernst & Young
° Portugália
° Euromarché (Portugal)
° Avis (Portugal)
° Brisa
° Cruz Vermelha Portuguesa
° Sapec Group
° Prosegur (Portugal)
° Goodyear
° Hospital da Cruz Vermelha Portuguesa
° Santa Casa da Misericórdia de Angra do Heroísmo
° Tribunal Constitucional (Financing audit of the Political Parties)
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António Alberto Henriques Assis
• Banks and other financial institutions
° Banco de Portugal
° Caixa Central de Crédito Agrícola
° Banco Internacional de Crédito
° Banco Espírito Santo de Investimentos
° Banco do Brasil
° Fortis Bank
° Banco Itaú Europa
° Banco Bai Europa
° Banco Popular
° Sofinloc
° Locapor
° Leaseplan
° Euronext Lisboa
In Cape Verde
° ACDI/VOCA
° MAC – Empresa Pública de Materiais de Construções
° EMPA – Empresa Pública de Abastecimentos
° EMPROFAC – Empresa Nacional de Produtos Farmacêuticos
° CTT – Empresa Pública dos Correios e Telecomunicações
° TACV – Transportes Aéreos de Cabo Verde
° CERIS - Sociedade Caboverdiana de Cerveja e Refrigerantes
° African Development Foundation
° Sociedade Caboverdiana de Tabacos
° Shell Cabo Verde
° Cruz Vermelha de Cabo Verde
In Guiné-Bissau
° Guiné Telecom
In Macau
° Universidade da Ásia Oriental
° Companhia de Seguros de Macau, SARL
° Banco Luso International, SARL
° Companhia de Cimentos de Macau, SARL
° SAAM – Sociedade de Abastecimentos de Água de Macau, SARL
In addition António has been involved in the audit and has advised on tax and
accounting issues during the formulation phases of several financial models on PPP
projects, namely:
°
°
°
°
°
Central Eléctrica do Pego
Ponte Vasco da Gama
Privatization of EDP Group
Toll Road Sections (Western and Northern Portugal) and “SCUT” roads
The new Lisbon airport project
Instructor in several internal and external courses
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António Alberto Henriques Assis
Employment
history
From May 1977 until September 1978 served as tax assessor with the Tax
Authorities
Joined the Tax Department of Price Waterhouse, Lisbon in October 1978 where he
spent two years before transferring to the Assurance Department
Under a Price Waterhouse staff International Exchange Programme in October
1984 he was seconded to Price Waterhouse Hong Kong and located to its Macau
office where until August 1990 in addition to Assurance services he was in change
for the Macanese tax practice.
Holds no shares in Semapa – Soc. de Investimento e Gestão, SGPS, S.A.
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César A. R. Gonçalves
Nationality
Portuguese
Position
Partner in the Audit and Business Advisory Services Assurance Division.
Member of the Supervisory Board” of PwC Portugal.
Responsible for PwC Academy of PwC Portugal.
Member of the Technical Committee of PwC Portugal.
Responsible in Portugal for the “Consumer and Industrial Products Services
(CIPS) – Industries” assurance group.
SNC Project Leader for PwC in Portugal.
Coordinator of the Training Commission in “Ordem dos Revisores Oficiais de
Contas”.
Member of the Disciplinary Board in “Ordem dos Revisores Oficiais de
Contas”.
Lecturer on financial and operational auditing at ISCAL – Instituto Superior de
Contabilidade e Administração de Lisboa.
Academic and
professional
qualifications
Degree in Business Administration, ISCTE (Technical University)
Bachelor in Accounting and Management, ISCAL (Lisbon Accounting and
Management Institute)
State-recognised statutory Auditor (Revisor Oficial de Contas)
Certified Public Accountant (Técnico Oficial de Contas)
Certified Trainer (CAP)
Professional
and business
experience
Audit activity in local and international commercial, industrial, and financial
services companies, developed both in Portugal and in Portuguese speaking
African countries (Cape Verde, Mozambique and Angola), including:
• Services, Industries, Utilities and Construction
Abertis Portugal, SGPS, Aguirre Newman, Ordem dos Arquitectos,
Companhia IBM Portuguesa, Danone Portugal, SA, Reckitt Benckiser,
Konica Minolta, Sociedade Ericsson de Portugal, Motivo – Comércio e
Motivação de Mercados, SA, Bento Pedroso Construções, SA, Ferrovial
Agroman (Portugal), Euroscut, Norscut, ROCA Cerâmica e Comércio, SA,
Gonvarri - Produtos Siderúrgicos, SA, Sanitana – Fábrica de Sanitários da
Anadia, SA, ThyssenKrupp Elevadores, SA, Thyssen Aços.
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César A. R. Gonçalves
• Pharmaceutical
Pharmaceutical and Health Services
Grupo GlaxoSmithKline Beecham, Bristol Myers Squibb, Baxter Médico
Farmacêutica, Lda, Sterling – Produtos Farmacêuticos, Lda, Grupo Espírito
Santo Saúde, Grupo Gambro
• Tourism
ES Viagem, SGPS, Top Atlântico, SA, Top Tours, Mundo Vip, SA, Club Vip,
Agência de Viagens Tagus, Space, SA, Viagens Marsans, SA, Hotéis Tivoli,
SA, Marinoteis, Almançor, SA, ES Golfes, ACP Viagens, Turifonte
• Other
Adriano Ramos-Pinto (Vinhos), SA, Aveleda - SGPS, SA, Quinta do Noval,
Vinhos, SA, Technal Portuguesa - Sistemas de Alumínio, Lda, Hempel
(Portugal), Lda, Kelly Serviços, GAM Portugal – Aluguer de Equipamentos,
Lda, EBD, Grupo Sampletest, UECC (Portugal), Lda, Milupa, Metro Ligeiro –
Construção de Infra-estruturas, ACE
Responsible for several projects of POC accounts conversion to the
International Accounting Standards (IFRS) and to the SNC.
Long experience in the following sectors: service concessions, construction,
real estate, health and tourism, both local and international companies.
Responsible for the PricewaterhouseCoopers trainers group, enhancing the
participation as a trainer in the recent internal and external courses offered
by PricewaterhouseCoopers under the new Accounting Standards (SNC)
and IFRS, of which highlights the training given to companies such as: BCP,
CGD BBVA, TAP, ZON, CTT, Portucel, Semapa Group, Grupo Aguas de
Portugal, Jeronimo Martins, Novabase, Santa Casa da Misericórdia de
Lisboa, ES Resources, ES Travel, Sonae Group, BES, BIS, Port of Lisbon.
Responsible for the audit work in Portugal, preparation of proforma reports
on internal control procedures and "financial and working capital
Projections" and the related comfort letters in relation to the privatization of
BRISA - Auto-Estradas de Portugal SA.
Involved in several Acquisition works.
Professional
biography
Joined Price Waterhouse in October 1979.
Instructor in several training courses and technical expertise of the firm
level:
- Audit
- Accounting
- Commercial Law
- Ethics and Deontology
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César A. R. Gonçalves
Other
Information
Invited Professor at ISCAL (Lisbon Accounting and Management Institute)
since 1989, having taught the following courses:
- Internal and Operational Audit,
- Financial Audit,
- Advanced Financial Accounting.
Assistant professor in the Audit and Accounting Review course in ISLA
(Institute of Languages and Administration) for 5 years.
Guest speaker for several conferences and seminars, of which highlight:
- Congress of the “Ordem dos Revisores Oficiais de Contas”
- Seminar about the future of Accounting and Auditing, promoted
by
ISLA/OROC
- XX Congress of Accounting
Instructor in several training courses of the “Ordem dos Revisores Oficiais
de Contas”:
- Planning the audit
- Support / documentation of audit work
- Preparatory course for candidates to State-recognised statutory
Auditor (Revisor Oficial de Contas)
Good knowledge of English
Holds no shares in Semapa – Soc. de Investimento e Gestão, SGPS, S.A.
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Jorge Manuel Santos Costa
Nationality
Portuguese
Position
Partner with PricewaterhouseCoopers in the Assurance and Business
Advisory Services (ABAS) Division in Lisbon. Territory Assurance Leader.
Academic and
professional
qualifications
Degree in Management and Business Administration, Lisbon School of
Economics (ISE) (1982)
Chartered Accountant (1993)
Responsible for the preparation and supervision of various internal and
external training in the areas of consolidation and accounting principles
(local and IFRS).
He
has
attended
various
training
courses
given
by
PricewaterhouseCoopers, or Business Schools such as Universidade Nova
de Lisboa and IMD in Lausanne, on matters such as accounting, tax, audit, IT
and management either in Portugal or in other European countries, such as
Germany, Spain, Luxembourg, Holland and Switzerland.
Professional
and business
experience
2007 – 2010
Territory Assurance Leader of PricewaterhouseCoopers Portugal
1996 – 2010
Partner of PricewaterhouseCoopers
1982 - 1998
Technical staff at Coopers & Lybrand, having achieved the position
of Partner in 1996.
1997 - 1998 Partner in charge of the Financial Advisory Services Department and
Human Resources Consulting Department.
As Partner from PricewaterhouseCoopers, he has developed a variety of
professional activities both in Portugal and in Portuguese speaking African
countries. He has worked mainly in the area of Financial Audit, but has also
experience in due diligence, valuations and other transactions related activities and
in training, both within the firm and in outside entities. He is presently the partner in
charge of the Assurance Department in Portugal and also responsible for the Public
Sector, Education and the implementation of the Integrated Audit methodology
applicable under the Sarbanes-Oxley Act.
He is actually the Partner in Charge of the audit of the following companies:
- Grupo Jerónimo Martins
- Rede Ferroviária Nacional - REFER (state owned company owner of the railways
infra structure)
- National Port Authorities (Administração do Porto de Sines and Administração do
Porto de Setúbal e Sesimbra)
- CTT (state owned postal company)
- Estradas de Portugal
- Santa Casa da Misericórdia de Lisboa
- AMAL – Construções Metálicas
- Aguas de Portugal (state owned company for water distribution)
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Jorge Manuel Santos Costa
- Tabaqueira
- Sociedades Polis (Viana do Castelo, Coimbra, Castelo Branco, Leiria, Cacém,
Costa da Caparica e Albufeira)
- Interpublic Group (including Mc Cann Eriksson, Universal Media, Iniciativas de
Meios, Megameios, ACE, Brand Connection and Draft FCB)
- Bimbo
- Wall Street Institute
- MTV Networks
- Havi Logistics
- Salvesen Logistica
- Guedol Engenharia
- BIVAC – (from Bureau Veritas Group)
- Escola Alemã de Lisboa
- Goodyear
- Cemusa
- FCC Logistica
He was the partner in charge of the audit work related with projects financed by
FEDER and FSE.
As responsible for the Financial Advisory Services Department he leaded consulting
jobs related with acquisitions, valuations and strategic studies for several
companies.
Employment
history
Joined Coopers & Lybrand in 1982.
Entered into the Partnership on January 1996.
Fluent in English and good knowledge of French.
Holds no shares in Semapa – Soc. de Investimento e Gestão, SGPS, S.A.
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