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

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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.

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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