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Reporting

Banca Finnat | Advice Reporting| Institutional Site

Banca Finnat

Banca Finnat | Advice Reporting| Institutional Site

The customised disclosure phase is the ideal completion of the investment process. Finnat Advisory provides accurate, accountable and complete analysis which illustrates the investments and the portfolio developments. The customer always has the development of its investments under control and, thanks to the support of its advisor, may avail of an out and out check-up of the portfolio:

  • Value of the individual securities (historic prices, market prices, exchange rates, accrual, rating, duration, returns on maturity,…)
  • Return on maturity of the portfolio bonds
  • Coupon schedule and reimbursements
  • Trend analysis, with the method of the internal return rate, the investments, global and by individual instrument, including coupons and dividends, for chosen periods (YTD; quarter, previous years,…)
  • Capital loss status (Zainetto Fiscale)
  • Detailed analysis of the taxation
  • Graphic analysis
Reporting - Documentation

Advisory & Corporate Finance
Private Banking
Trusteeship
Family Office
Real Estate and Property Funds
Banking Services
Institutional Investor Services
Equity Research Department
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
R.E.A. n.444286 – ABI 3087.4 – Codice LEI: 815600835712F7BA2869
Member of the National Interbank Deposit Guarantee Fund
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