Question 1

What happens during the first meeting?

Accepted Answer

It is a confidential introductory conversation to understand needs, priorities and mutual expectations. It does not include operational recommendations or any commitment to subscribe.

Question 2

Is the advisory service right for my situation?

Accepted Answer

The service is designed for those seeking ongoing wealth planning. Advanced advisory is available for financial assets above €50,000. The first conversation is used to understand goals and needs and to assess clearly whether the service is appropriate.

Question 3

How does remuneration work?

Accepted Answer

The advisory service carries a fee, clearly defined before enrolment. For advanced advisory, the fee is periodic and calculated on the assets covered by the service. Costs and terms are formalised in the agreement and reported over time.

Question 4

What type of advice is provided?

Accepted Answer

The advice considers objectives, time horizon, financial circumstances and risk profile. The investment advice is non-independent under MiFID II and is provided within the framework of the authorised intermediary.

Question 5

Is the portfolio monitored over time?

Accepted Answer

Yes. Where included in the selected service, the portfolio is monitored and reviewed periodically, with clear reporting and checks against the client's objectives and profile.

Question 6

How is confidentiality protected?

Accepted Answer

Information is processed in accordance with applicable law and used only for the stated purposes. Personal and financial details are shared only within the processes required to provide the service.

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