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Services available to the customer

Banca Finnat | Services to the customer| Institutional Site

Banca Finnat

Banca Finnat | Services to the customer| Institutional Site

Suitability assessment

Each transaction arranged via the Advisor will be subject to assessment aimed at checking that the same:
  • Corresponds with the customer’s investment objectives
  • Tasks it with supportable risks
  • Involves comprehensible choices for the customer, given their level of experience and knowledge
On demand Banca Finnat Advisory provides VAR analysis per individual instrument or portfolio

Training

Events dedicated to promotion of training in the financial sphere:
  • Banca Finnat Target Young
  • Banca Finnat Target Women
  • Banca Finnat Formazione Professionale

Dedicated research

Banca Finnat draws up reports and studies on the financial market daily and weekly

Specialist sessions

Regular meetings on financial and tax-related aspects including:
  • Macroeconomic scenarios held weekly
  • Personalised meetings with managers
  • Periodic up-dates on legislative and tax-related aspects
  • Conferences and round tables on matters of interest (renewable energy, Health, AIM, Minibond, properties, Legislative innovations)
Services available to the customer - Documentation

Advisory & Corporate Finance
Private Banking
Trusteeship
Family Office
Real Estate and Property Funds
Banking Services
Institutional Investor Services
The Group companies
Banca Finnat Euramerica S.p.A.
Registered office in Piazza del Gesù n.49, (IT-00198) Rome, Italy
Share capital € 72,576,000.00 fully paid-in, represented by 362,880,000 ordinary shares
Enrolled in the Banking Register under No. 5557
Holding Company of the Banca Finnat Euramerica Italian banking group,
enrolled in the Banca d’Italia’s Register of banking groups
Enrolled in the Rome Companies’ Register Tax Code No. 00168220069 - VAT No. 0085601004
Member of the National Interbank Deposit Guarantee Fund
Legal information