Technical regulatory guides

Regulation

Introductions to financial-service rules and selected tax regimes. Primary references support further reading; individual application requires the relevant professionals.

MiFID II — Direttiva 2014/65/UE

Investment advisory service: cost transparency, suitability assessment, independent vs non-independent advice, Knowledge & Competence requirements.

PRIIPs — Regolamento UE 1286/2014

The KID (Key Information Document), the Summary Risk Indicator (SRI 1-7), performance scenarios and the correct reading of costs (RIY).

Flat Tax neo-residenti — Art. 24-bis TUIR

Amounts of €300,000 and €50,000 per eligible family member under the effective-date rules of Law 199/2025; eligibility, limits and comparison of alternatives.

This content is for informational and educational purposes only and does not constitute personalised advice or a solicitation of public savings under the TUF (D.Lgs. 58/1998). Alessandro Vigni operates as a financial advisor authorised for off-premises offering, registered with the OCF Register no. 633610.