Associazione delle Società per la Consulenza agli Investimenti
Budget
€200 — €0
EP Access
0
accredited persons
Staff
5
2.25 FTE
EU Grants
None
Mission & Goals
ASSORETI is the Italian Association of Banks and Investment firms which provide investment advice service through their financial advisors authorized to act outside the intermediaries’ premises. It has been constituted on July 24, 1985 and it is a voluntary on-profit entity. Assoreti aims at keeping up with the issues concerning the advising of financial products and investment services including remote placing. It also focuses on promotional studies, publications, and any other activity deemed necessary to examine the problems concerning the above-mentioned activity, with a view to better understand, propagate and develop the relationship between its members and investors. In this context, the Association maintains constant contact with supervisory authorities, public bodies and public and/or private entities concerned with the offering of financial products and investment services. Assoreti represents the interests of its Members.
EU Legislative Interests
Assoreti focuses its attention on the following EU frameworks that mainly affect the business of its Associates: revision of MiFID2 and MiFIR, PRIIPS, AIFMD, CRD, UCITS, TRANSPARENCY, PROSPECTUS, CMU, Sustainable Action Plan, CSDR, SFDR, Taxonomy, Savings and Investment Union.
Interests Represented
Promotes their own interests or the collective interests of their members
Member Of
L'Assoreti è membro di Febaf (la Federazione delle Banche, delle Assicurazioni e della Finanza), è presente nel Fondo Nazionale di Garanzia e nell'OCF (Organismo di vigilanza e tenuta dell'albo unico dei Consulenti Finanziari).
Organisation Members
Le nostre Associate sono consultabili al seguente link: http://www.assoreti.it/index.php?option=com_sobipro&sid=55&Itemid=113
Commissioner Meetings
No recorded meetings with EU commissioners.