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Shareholders Meeting Convocation Mexico (Convocatoria de Asamblea)

Convocatoria de Asamblea de Accionistas / Socios

Shareholders Meeting Convocation Mexico

CONVOCATORIA

[Assembly Type]

[Company Name]

RFC: [Company RFC]

[Entity Type]

[Issuer Name], en mi carácter de representante de [Company Name], con fundamento en [Issuer Authority], y conforme a los Artículos 183 a 186 de la Ley General de Sociedades Mercantiles, convoca a los accionistas / socios de la Sociedad a la:

[Assembly Type]

DATOS DE LA ASAMBLEA:

Fecha: [Assembly Date]

Hora: [Assembly Time]

Lugar: [Assembly Venue]

ORDEN DEL DÍA:

1. [Agenda Item 1]

2. [Agenda Item 2]

3. [Agenda Item 3]

4. [Agenda Item 4]

5. [Agenda Item 5]

[Additional Agenda Items]

QUÓRUM Y VOTACIÓN:

Para la validez de la Asamblea en primera convocatoria se requerirá la asistencia de accionistas / socios que representen el quórum establecido en la Ley General de Sociedades Mercantiles y en los Estatutos Sociales de la Sociedad. Si no se reuniere el quórum necesario en primera convocatoria, se emitirá segunda convocatoria en los términos de los artículos aplicables de la LGSM.

Los accionistas / socios podrán asistir personalmente o hacerse representar mediante carta poder o poder notarial otorgado conforme al Artículo 192 de la Ley General de Sociedades Mercantiles.

La presente convocatoria se emite y publica / notifica mediante: [Publication Method], conforme al Artículo 186 de la Ley General de Sociedades Mercantiles.

Ciudad de México / [Company Domicilio], a [Convocatoria Date].

[Issuer Name]

[Company Name]

Firma: _________________________

Administrator / Issuer (Administrador / Emisor)

________________

Signature

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What Is a Shareholders Meeting Convocation Mexico (Convocatoria de Asamblea)?

A Shareholders Meeting Convocation Mexico (Convocatoria de Asamblea de Accionistas o Socios) is the formal written notice through which the management body (órgano de administración) — or in certain circumstances the Consejo de Vigilancia (supervisory board) or a qualifying group of shareholders — calls a shareholders' or partners' assembly (asamblea general de accionistas or asamblea de socios) of a Mexican commercial company. The Convocatoria is governed by the Ley General de Sociedades Mercantiles (LGSM, DOF 4 August 1934, as amended), which regulates both the substantive and procedural requirements for convocatorias in Articles 183 through 186 LGSM for general shareholders' meetings of Sociedades Anónimas (S.A.) and in Articles 79 through 81 LGSM for Sociedades de Responsabilidad Limitada (S. de R.L.).

Article 183 LGSM establishes the primary authority to call a shareholders' assembly: the Consejo de Administración or Administrador Único must call the assembly when required by the LGSM or the company's estatutos sociales. Article 184 LGSM establishes that the Consejo de Vigilancia may call a shareholders' assembly when the administration fails to do so as required. Article 185 LGSM empowers shareholders holding at least 33% of the subscribed and paid-in capital (capital social suscrito y pagado) to request that the Consejo de Administración call an extraordinary assembly — if the administration fails to comply within 15 days, the requesting shareholders may obtain a judicial order (orden judicial) from the Juzgado de lo Mercantil compelling the convocatoria.

Article 186 LGSM establishes the mandatory publication requirement for shareholder convocatorias of S.A. companies: the Convocatoria must be published in the Diario Oficial de la Federación (DOF) or in a newspaper of significant circulation (periódico de amplia circulación) in the company's domicile, at least 15 calendar days (quinceavo días) before the assembly date. This mandatory publication period means all shareholders — including those holding bearer shares (acciones al portador, now substantially eliminated by Ley para Regular las Agrupaciones Financieras reforms) — have sufficient advance notice. Convocatorias for second or subsequent calls (segunda convocatoria), issued when the first assembly failed to reach quorum, may be published with a shorter notice period.

For S. de R.L. companies, Article 80 LGSM allows the estatutos sociales to specify a simplified notification method — direct written notice to each partner at their registered address rather than newspaper publication — which is more practical for close companies with few partners. For Sociedades por Acciones Simplificadas (S.A.S.) under Article 260bis LGSM, electronic notification via the Empresa en un Día platform is permitted.

For publicly traded companies (sociedades anónimas bursátiles — SAB) registered with the Bolsa Mexicana de Valores (BMV) or the Bolsa Institucional de Valores (BIVA), convocatoria requirements are governed not only by the LGSM but also by the Ley del Mercado de Valores (LMV) and the Comisión Nacional Bancaria y de Valores (CNBV) circulars. The LMV requires that SAB convocatorias be published in the Sistema Electrónico de Comunicación con Emisoras de Valores (EMISNET) operated by the CNBV at least 15 days before the meeting and include additional disclosure about the proposals, board recommendations, and proxy materials. Minority shareholders of SABs holding at least 10% of subscribed capital have the right under Article 50 LMV to request inclusion of additional agenda items in the convocatoria — a stronger protection than the 33% threshold under general LGSM Article 185 applicable to non-bursátil companies.

When Do You Need a Shareholders Meeting Convocation Mexico (Convocatoria de Asamblea)?

A Shareholders Meeting Convocation Mexico is required in any of the situations that the Ley General de Sociedades Mercantiles designates as requiring a formal shareholders' assembly — no corporate decision on these matters is valid without the prior issuance of a properly constituted Convocatoria.

The Convocatoria is mandatory for the ordinary annual assembly (asamblea ordinaria anual) required under Article 181 LGSM for Sociedades Anónimas within the four months following the end of each fiscal year — this assembly must approve the Consejo de Administración's annual report, the external auditor's dictamen, and the annual financial statements (estados financieros); decide on the distribution of profits (utilidades) and the application of losses; and elect or ratify members of the Consejo de Administración and Consejo de Vigilancia.

The Convocatoria is required for extraordinary assemblies (asambleas extraordinarias) under Article 182 LGSM that must address: modification of the estatutos sociales (including changes to corporate purpose, corporate name, capital amount, or duration); corporate mergers (fusión) or spin-offs (escisión); transformation (transformación) of the corporate form; issuance of bonds (obligaciones) or preferred shares (acciones preferentes); early dissolution (disolución anticipada) of the company; and any other matters the LGSM or the estatutos sociales reserve for extraordinary assembly consideration.

A Convocatoria is needed when minority shareholders holding at least 33% of paid-in capital (capital pagado) request a special assembly under Article 185 LGSM to discuss matters they believe require shareholder deliberation — including concerns about management conduct or significant transactions not previously disclosed to shareholders.

The document is also required when the company must elect new administrators or members of the Consejo de Vigilancia to fill vacancies — Article 182 LGSM requires an extraordinary assembly for changes to the administrative structure specified in the estatutos sociales, while Article 181 LGSM allows ordinary assemblies to ratify or elect administrators within the existing structure.

A Convocatoria is required when a company subject to the Ley Federal de Prevención e Identificación de Operaciones con Recursos de Procedencia Ilícita (Ley Anti-lavado) must present its anti-money-laundering (AML) compliance report and updated beneficial owner disclosures to partners — the ordinary annual assembly is the standard forum for this presentation, and the Convocatoria must include this item in the agenda (orden del día) to make the resolution legally valid. Companies registered with the Registro Nacional de Inversiones Extranjeras (RNIE) that hold their ordinary assemblies after the April 30 RNIE annual report deadline must coordinate their assembly calendar with the Secretaría de Economía's filing requirements to avoid sequential compliance gaps.

What to Include in Your Shareholders Meeting Convocation Mexico (Convocatoria de Asamblea)

A valid Shareholders Meeting Convocation Mexico under the Ley General de Sociedades Mercantiles must satisfy strict formal and substantive requirements established in Articles 183–186 LGSM. Any material deficiency in the Convocatoria may render the subsequent assembly's resolutions voidable (anulables) under Article 191 LGSM:

Company Identification: Full corporate name (denominación social), corporate form (S.A. de C.V., S. de R.L. de C.V., etc.), RFC, registered domicile (domicilio social), and Registro Público de Comercio registration reference of the company calling the assembly.

Issuing Authority and Capacity: Name and capacity of the person or body issuing the convocatoria — the Administrador Único, President of the Consejo de Administración, or President of the Consejo de Vigilancia — and the legal basis for their authority under the LGSM and the company's estatutos sociales. If shareholders are calling the assembly under Article 185 LGSM, the convocatoria must identify the requesting shareholders and the percentage of capital they represent.

Type of Assembly: Express statement of whether the assembly is ordinary (ordinaria) or extraordinary (extraordinaria) and the quorum and voting majority applicable under LGSM and the estatutos sociales — ordinary assemblies generally require first-call quorum of shareholders representing at least 50% of capital (Article 189 LGSM) and simple majority vote; extraordinary assemblies require first-call quorum of at least 75% of capital (Article 190 LGSM) and approval by at least 50% of total capital.

Date, Time, and Venue: The specific date (fecha), time (hora), and complete address of the meeting venue (lugar de celebración). For companies with nationwide shareholders, the venue must be the company's domicilio social (registered address) unless the estatutos sociales provide otherwise.

Complete Agenda (Orden del Día): A complete and specific list of all matters to be discussed and voted on at the assembly — Article 178 LGSM establishes that shareholders may only vote on agenda items (puntos del orden del día) included in the convocatoria. The agenda must be complete enough to allow shareholders to exercise informed judgment — vague agenda items such as 'various matters' (asuntos varios) are questionable under LGSM jurisprudencia and may not satisfy the notice requirement for significant resolutions.

Publication Requirements: For S.A. companies, publication in the DOF or a newspaper of wide circulation at least 15 days before the assembly date (Article 186 LGSM). For S. de R.L. companies, direct written notification to each partner at their registered address with sufficient advance notice as specified in the escritura constitutiva.

Second-Call Provisions: The convocatoria may simultaneously include a second-call notice (segunda convocatoria) specifying a fallback date and time in the event the first-call assembly fails to achieve quorum. Under Articles 189 and 190 LGSM, second-call ordinary assemblies may proceed with any number of shareholders present, while second-call extraordinary assemblies require at least 50% of capital. Including both calls in a single published notice is standard practice and avoids the need for a separate publication, saving time and cost. The estatutos sociales should confirm whether simultaneous dual-call publication is authorised.

Forms-legal.com provides this Shareholders Meeting Convocation Mexico template as a practical starting point. Companies with complex capital structures, publicly traded securities, or significant regulatory obligations should consult a Licenciado en Derecho specialised in derecho corporativo or derecho mercantil bursátil to confirm full LGSM and CNBV (for regulated entities) compliance. Related documents include the Acta de Asamblea de Socios SRL (minutes of the assembly adopted pursuant to this convocatoria), the Carta Circular a Socios (for between-assembly communications that do not require a formal meeting), and the Convenio de Accionistas (shareholders' agreement that may specify enhanced convocatoria requirements beyond the LGSM minimum standards applicable to the company).

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@misc{formslegal-shareholders-meeting-convocation-mexico,
  author       = {{Forms Legal}},
  title        = {Shareholders Meeting Convocation Mexico (Convocatoria de Asamblea) (Mexico)},
  year         = {2026},
  howpublished = {\url{https://forms-legal.com/mexico/business/letters/shareholders-meeting-convocation-mexico}},
  note         = {Free legal document template}
}

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Statute-referenced template — Template last modified June 2026

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