Fiduciary Services

Fiduciary administration of equity investments

  • sale and purchase of equity investments
  • management of escrow agreements
  • management of shareholder agreements
  • administration of assets syndicated for corporate purposes

Fiduciary administration of investments in market security

  • fiduciary administration deposit/trading/management contracts entered into with financial intermediaries
  • aggregation of deposits managed on a non-discretionary basis, and related tax issues

Fiduciary services for issuers

  • maintenance of shareholder and bondholder registers
  • administration of annual general meetings
  • relations with supervisory and control bodies, clearing houses (Monte Titoli) and other deposit intermediaries
  • activity as intermediary appointed to collect shares tendered in acceptance of public tender offers
Last update: 18/5/09