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

Services provided by an independent financial consultant

Investment area
  • Bank and sales network quality and risk analysis
  • Renegotiation of all bank or sales network charges  
  • Independent analysis of asset managers  
  • Analysis of each component of the portfolio, explanation of risks and costs
  • Evaluation of the overall portfolio -  if it meets the desired objectives  
  • Global macroeconomic outlook, intermarket and sectorial independent analysis
  • Asset allocation (divided into risk, asset, financial instruments, and investment themes).
  • Portfolio monitoring and periodic reporting  
  • One-on-one personal discussion on specific topics or current news (on request)
  • Training to private investors focused on financial markets and investment products.
Planning Area
  • Household balance sheet analysis, income statement and cash flow  
  • Independent insurance and social security planning
  • Tax, real estate and inheritance planning (in cooperation with other professionals)
  • Planning for protection of total assets from potential causes of conflict
  • Debt evaluation and analysis (mortgages, leasing, bank guarantees and guarantees in general)
Corporate Area
  • Relationship Management with Bank or credit institution  
  • Checking and improving banking conditions
  • Evaluation of the credit rating  assigned by banks
  • Support for any issues related to guarantees and risks  
Litigation and Technical Expertise Area  
  • Technical appraisals on investment products
  • Technical appraisals on current accounts (usury, compounding), leasing, derivatives
  • Expert Witness or Court-appointed expertise
  • Assistance in direct negotiation 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).

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