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

The consulting process

 The Consultique process consists of a first briefing, a fee calculation and Financial Plan setting.
 
The various stages of the relationship with the client are as follows:

FIRST MEETING: the client delivers the documentation regarding his/her financial assets; after a free in-depth interview, Consultique communicates an estimate of the fee for its intervention. If the client accepts the proposal, we proceed to the signing of the contract.  
Fee Calculation: this depends on the size of the assets, the complexity of the portfolio analysis, the time required for the analysis, the risk profile and, finally, on the value of our research. The fee is the only remuneration for our work, and is in almost all cases, significantly less than the savings generated by our intervention, leaving our clients with a healthy margin.
 
SECOND MEETING: This is necessary for elaborating on the financial plan. After first discussing the information provided by the client in the customer profile questionnaire, Consultique collects the information needed to set an appropriate investment strategy focused on asset protection and for the identification of the correct level of risk.
 
ONGOING SUPPORT:  The client may, at any time, contact the Consultique analyst team by e-mail, telephone or arrange a face-to-face meeting. At predetermined intervals, our Research and Analysis Team provides a detailed report with information and updates on the client’s financial situation.

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
Sigla.com - Internet Partner