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The retail distribution of ELTIF in Italy

It is possible to distribute retail ELTIF in Italy with the same arrangements as those used for UCITS The ELTIF or “European Long-Term Investment Funds” were introduced by the Regulation (EU) 2015/760 (the “ELTIF Regulation”) with the purpose of facilitating the offer...

CONSOB simplifies the knowledge/competence profiles and the continuing professional education for staff members of financial intermediaries giving information on products/services and/or providing investment advice

I Summary Through its Resolution no 21755 of March 10, 2021, CONSOB have simplified some of the requirements of knowledge and competence for the staff of the financial intermediaries (including Italian SIM’s or SGR’s, Italian branches of foreign investment firms or...