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

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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