Data collected will be used according to D. Lgs. 196/03. The holder of the treatment is Consultique S.p.A [privacy policy]

* Mandatory fields

Analysis and consultancy services

  • Quality and risk assessment of the bank and sales network
  • Renegotiation of charges applied by the bank or sales network to the customer
  • Independent analysis of the asset managers who manage customer’s assets
  • Independent analysis of the individual instruments /products in the portfolio, highlighting risk and cost
  • Evaluation of the overall portfolio relative to the objectives expressed by the client
  • Independent analysis of the macroeconomic, intermarket and investment scenario
  • Asset allocation split into risk, asset size, investment themes and type of financial investment
  • Monitoring and periodic reporting of the performance of the portfolio
  • Customized interviews on request for individual topical issues or specific requests
  • Training for investors about financial markets and investment

  • Balance sheet, income statement and cash flow analysis for the household
  • Independent Retirement and insurance planning
  • Tax, real estate, and inheritance planning (in cooperation with other professionals)
  • Total assets protection planning to avoid potential risks
  • Debt analysis and evaluation (mortgage, leasing, and guarantees)

  • Relationship management with credit institutions
  • Improvement and control of banking conditions  
  • Evaluation of corporate credit assessment assigned by banks
  • Support for issues related to guarantees and risks

  • Technical appraisal of all investment products and investments
  • Technical appraisal of current accounts (usury, compounding), leasing and derivatives
  • Expert witness and Court-appointed expertise services
  • Direct negotiation assistance with credit institutions

According to D. Lgs. 196/03, the personal data collected will be used only to inform about the activities and initiatives of Consultique SCF S.p.A. and will not be communicated or disclosed to third parties. The providing of personal data is voluntary, but without personal data Consultique SCF S.p.A. will could not provide the services requested. Data subject may exercise its rights under Art. 7, D. Lgs. 196/03. Data Controller is Consultique SCF S.p.A. - Palazzo Candiani-Fagiuoli - Stradone San Fermo 22 - 37121 Verona (Italy).

Share linkedin share facebook share twitter share pinterest share - Internet Partner