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

09/08/2016 - Nearly 16,000 Pass Level III CFA® Exam. Begin the Journey as Investment Management Professionals - Read

27/07/2016 - Nominati i vincitori della quarta edizione dei “CFA Italy ETF Allocation Awards” powered by iShares - Read

14/04/2016 - Politecnico di Milano Vince Decima Edizione CFA Institute Research Challenge EMEA - Read

Events

28/09/2016 - Asset Management 2020 - Read

11/10/2016 - CFA Level 1 Exam Focus - Read

12/10/2016 - Understanding the Performance: Why GIPS Help Pension Funds in the Manager Selection Process - Read

18/10/2016 - CFA Level 2 Exam Focus - Read

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