Purpose

Administration with or without heading of italian or foreign investments

The fiduciary registration of shareholdings guarantees the confidentiality of information concerning the client with respect to third parties. Clearly this confidentiality does not work towards the Judicial Authority and the Financial Administration.

In relation to the assets held abroad, the fiduciary mandate, both "registered" and "without registration", determines the exemption from the indication in the tax return (part RW) of the investments by the client.

The administration of equity investments by the fiduciary company also allows to:

  • manage complex relational dynamics between the various shareholders.
  • simplify participation in shareholders' meetings and the consequent discipline in the aggregation of voting instructions
  • Facilitates the management of generational and successor transitions
Fiduciary heading of financial portfolios and fiscal consolidation
The registration of bank accounts, securities deposits, asset management allows, where provided, to take advantage of the role of withholding agent of the fiduciary company. Therefore, the taxes due are calculated in collaboration with or in place of the bank or financial intermediary.
Collateral guarantees can be issued in favour of a third party on assets administered in fiduciary company.
Subjection to italian tax laws of assets held abroad
The fiduciary registration of assets held abroad exempts the Customer from the obligations of filling the RW part of their tax return relating to assets held abroad and related income.
Fiduciary heading of policies
The Fiduciary company can take on the role of both contractor and beneficiary. In case of underwriting of foreign insurance policies, the client is exempted from completing the tax return (part RW).
Fiscal consolidation
The fiduciary registration of investments held with several financial intermediaries, Italian or foreign, by the same person allows the tax compensation of capital gains with any capital losses accumulated in previous years.
Administration without heading of real estate located abroad
The administration of the foreign real estate allows to keep the title of the same in the hands of the client. The fiduciary company will address all financial flows relating to the property (rents, expenses, amounts relating to purchases or sales) to the current account on its own name, on behalf of the client, exempting the client from completing the when RW of the tax return.
Se vuoi avere ulteriori informazioni riguardo ai nostri servizi, mettiti subito in contatto con noi. La riservatezza e il rispetto della privacy, sono nel patrimonio genetico della nostra Struttura.
If you want more information about our services, get in touch with us right away. Confidentiality and respect for privacy are in our DNA structure.
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Assofiduciaria

Fidor S.p.A.
P. IVA 04996970150
Cod. Fiscale 02112190018
R.E.A 1093720

Contatti

Sede legale e Direzione generale
Palazzo Odeon - Via Agnello, 5
20121 Milano - ITALIA
Tel./Phone: +39 02 89709901
Fax: +39 02 86357300
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

All content on this website, especially text, photographs and diagrams, is protected by copyright.
For any use, contact us at +39 02 89709901
Assofiduciaria

Fidor S.p.A.
P. IVA 04996970150
Cod. Fiscale 02112190018
R.E.A 1093720

Contacts
Registered office and General Management
Palazzo Odeon - Via Agnello, 5
20121 Milano - ITALIA
Tel./Phone: +39 02 863571
Fax: +39 02 86357300
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.