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

INVESTMENTS AREA
  • 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

PLANNING AREA
  • 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)

CORPORATE AREA
  • 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 AND ASSISTANCE TO INVESTORS IN LITIGATION
  • 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

Pursuant to article 13 of Regulation (EU) 2016/679, we inform you that your personal data (including: name and surname, city, email, telephone number), freely given by you, will be processed by Consultique SCF S.p.A., as Data Controller, with computerized and manual methods, for purposes related to the management of your information request. The provision of personal data is free, however if you deny to provide your personal data it will not allow our Company to fulfil your request. We also inform you that the personal data that you have freely provided could be communicated to third parties appointed as Data Processor, that supply specific services strictly connected to the achievement of the purposes indicated above. We also inform you that, with your previous consent, your personal data could be used for sending commercial advices and for periodically informing you about the activities and initiatives of Consultique SCF S.p.A. Your personal data will be stored for the period of time strictly necessary for the purposes for which personal data are processed. Your personal data will not be disseminated. Finally, pursuant to articles 15 and following of Regulation (EU) 2016/679, we remind you that for more information, for specific requests or to exercise your rights (access, rectification, erasure, restriction, notification, data portability, objection) you can contact the Data Controller, sending a recorded delivery letter to Consultique SCF S.p.A., Stradone San Fermo n. 22, 37121 – Verona or an e-mail to privacy@consultique.com. If you think that the processing of your personal data by the Data Controller has infringed the provision of the Regulation (UE) 2016/679, you can lodge a complaint with a Supervisory Authority.

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