Il Private Banking alla luce degli orientamenti ESMA. La tutela dell’investitore e il livello di servizio al cliente visti attraverso il principio di proporzionalità

Translated title of the contribution: [Autom. eng. transl.] Private Banking in light of the ESMA guidelines. The protection of the investor and the level of customer service seen through the principle of proportionality

Chiara Frigerio, Simona Maggi

Research output: Working paper

Abstract

[Autom. eng. transl.] The objective of the Discussion Paper is to try to trace, in the light of the "Guidelines on some aspects of the adequacy requirements of the MiFID directive" (2012/387 / ESMA), the possible contents of differentiation of the Private consulting service with respect to the other forms of consultancy, through the declination of the principle of proportionality. The discussion paper is the result of a research activity conducted with eighteen private Italian banks.
Translated title of the contribution[Autom. eng. transl.] Private Banking in light of the ESMA guidelines. The protection of the investor and the level of customer service seen through the principle of proportionality
Original languageItalian
PublisherAIPB
Number of pages36
ISBN (Print)978-88-9765-XXX-X
Publication statusPublished - 2013

Keywords

  • Modelli di servizio
  • Private Banking
  • Service Management

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