info@crocenzilex.com, Autore presso Studio Legale Crocenzi e Associati

Status of the implementation of the CBDF Directive in Italy

by info@crocenzilex.com | Sep 18, 2021 | Newsletter

I The CBDF Directive The purpose of the Directive (EU) 2019/1160 of the European Parliament and the Council of 20 June 2019 (known as “Cross Border of Distribution of Funds Directive” or “CBDF”) – amending Directives 2009/65/EC (the “UCITS Directive) and...

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

by info@crocenzilex.com | Mar 14, 2021 | Newsletter

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...

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