FIDOR S.p.A. – Fiduciary Solutions

FIDUCIARY SOLUTIONS: CONFIDENTIALITY
Confidentiality is the core value of our structure, We are aware that, living in the Global Information Era, our customers need a particularly confidential treatment and we can offer this by high privacy standards, granting the maximum confidentiality we may achieve.
every single transaction is lead with strictness and attention, that are needed to grant the client’s anonymity. For example, please find below a list of transactions, that can be made through a fiduciary mandate, for which confidentiality may be very important
  • Confidentiality goals;
  • Taxation demands;
  • Secrecy for Italian tax Amnesty mandates.;
  • Operational demands in a company management;
  • Operational demands of a company guarantee in deeds of sale;
  • Individual Operational goals for the management and administration of wealth.
The original fiduciary standards, meant as holding and administering assets for and on behalf of third parties, has been enriched with new services and solutions in order to offer adequate and much more complete solutions that aim to satisfy the different customers’ demands in Italy and abroad. We offer a wide list of services that is able to satisfy the complex and changing clients’ demands. We dedicate constant attention to the individual needs and goals offering tailor made advisory. Through fiduciary registration we realize the interposition in the heading of assets, the client will keep the property of all his assets and values, but the fiduciary Company will operate in his name without disclosing any detail. With confidentiality and security in every single trade or operation, we offer strictness and attention, that are needed to grant anonymity.

Fiduciary Services
Customers basically move to fiduciary registration for the following reasons:
  • Administration of assets and values through a fiduciary mandate;
  • Cooperation to the incorporation of companies, capital increases of authorized share capital, debenture loans, and shareholders’ loans;
  • Financial instruments heading:
    • Stocks
    • Bonds
    • Government Bonds
    • SICAV
    • Discretionary managed portfolios/fund managed portfolios
    • Unit-linked insurance policies;
  • Capital increases of authorized share capital, debenture loans, and shareholders’ loans;
  • Corporate agreements or agreements between companies compliance;
  • Execution of pre-emptive rights, stock option rights and of vote;
  • Representation at shareholders’ meetings;
  • Family governance solutions, family agreements, and generation change;
  • Fiscal consolidation for administered portfolios at various bank and financial intermediaries;
  • Confidentiality preservation;
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