Responses to Public Consultations


CFA Society Italy has provided feedback in response to consultations and calls for comments.

This is a key opportunity for us to advance the cause of investor protection and advocate for strong ethical standards.

Recent Consultations


Documento di consultazione sulla distribuzione di prodotti complessi ai clienti retail



Consultation results are available here

CFA Society Italy and CFA Institute position letter on Mifid review

CFA Society Italy took part in a joint initiative of 22 European CFA Societies that resulted in the coordinated delivery, to national representatives in the EU Council, of CFA Institute and CFA Societies’ position on article 25.1 of the new Mifid. Please download the text of the position letter:
English version
Italian version

Osservazioni al regolamento Consob su raccolta di capitali di rischio da parte di start-up innovative tramite portali on-line




Risposta di CFA Society Italy su bozza di comunicazione in materia di remunerazione, piani di successione e autovalutazione delle società quotate




Osservazioni sul Position Paper CONSOB in tema di Trasparenza Proprietaria sulle Posizioni in Derivati CASH-SETTLED



Regolamento di attuazione dell’art.18-bis del D.lgs. n. 58/1998 in materia di consulenti finanziari



Documento di consultazione relativo al Dovere dell’Intermediario di comportarsi con correttezza e trasparenza in sede di distribuzione di prodotti finanziari illiquidi


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Latest News

03/10/2017 - CFA Society Italy Celebrates Appointment of first CFA Member as CEO at Italian AM Company - Read

08/08/2017 - More Than 17,000 Pass Level III CFA® Program Exam, Will Join CFA Institute - Read

16/06/2017 - CFASI Fund Management Challenge 2017 The sixth edition of this competition has come to an end - Read

Events

08/11/2017 - Morningstar Investment Conference Italy - Read

11/11/2017 - 2017B Mock Exam Live Experience - Read

22/11/2017 - 18th CFA Charter Award Ceremony & Social Night - Read

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