Associazione delle Società per la Consulenza agli Investimenti
Acronym: ASSORETI
General Information
Identification Code: 43106565215-92
Website: http://www.assoreti.it
Entity Form: Not-for-profit organization
Registration Category: Trade and business associations
Registration Date: 2/2/2011
Last Update: 2/26/2024
Mission & Interests
Goals: ASSORETI is the Italian Association of Banks and Investment firms which provide investment advice service through their financial advisors authorized to act outside the intermediaries’ premises. It has been constituted on July 24, 1985 and it is a voluntary on-profit entity.
Assoreti aims at keeping up with the issues concerning the advising of financial products and investment services including remote placing.
It also focuses on promotional studies, publications, and any other activity deemed necessary to examine the problems concerning the above-mentioned activity, with a view to better understand, propagate and develop the relationship between its members and investors.
In this context, the Association maintains constant contact with supervisory authorities, public bodies and public and/or private entities concerned with the offering of financial products and investment services.
Assoreti represents the interests of its Members.
Interests Represented: Promotes their own interests or the collective interests of their members
Interests:
- Banking and financial services
- Business and industry
- Climate action
- Consumers
- Economy, finance and the euro
- Environment
- Institutional affairs
- Single market
- Taxation
Levels of Interest:
- european
- national
Activities
Main EU Legislative Proposals: Assoreti focuses its attention on the following eu frameworks that mainly affect the business of its Associates: revision of MiFID2 and MiFIR, PRIIPS, AIFMD, CRD, UCITS, TRANSPARENCY, PROSPECTUS, CMU, Sustainable Action Plan, CSDR, SFDR, Taxonomy.
Inter-institutional or Unofficial Groupings: N/A
Head Office
Address: Via Emilio de' Cavalieri, 7
Post Code: 00198
City: Rome
Country: ITALY
Phone:
Indic Phone: 39
Phone Number: 0642817361
EU Office
Address: Via Emilio de' Cavalieri, 7
Post Code: 00198
City: Rome
Country: ITALY
Phone:
Indic Phone: 39
Phone Number: 0642817361
Financial Data
Closed Year:
Start Date:
End Date:
Funding Sources:
Contributions:
Total Budget: 0
Grants:
Current Year:
Grants:
Membership Information
Members25 Percent: 2
Members50 Percent: 2
Members75 Percent: 1
Members: 5
Members F T E: 2.25
Structure
Structure Type: Structure
Is Member Of: Le nostre Associate sono consultabili al seguente link: http://www.assoreti.it/index.php?option=com_sobipro&sid=55&Itemid=113
Organisation Members: L'Assoreti è membro di Febaf (la Federazione delle Banche, delle Assicurazioni e della Finanza), è presente nel Fondo Nazionale di Garanzia e nell'OCF (Organismo di vigilanza e tenuta dell'albo unico dei Consulenti Finanziari).
Current Job Opportunities
Coordinator at Associazione delle Società per la Consulenza agli Investimenti
Associazione delle Società per la Consulenza agli Investimenti
juniorBrussels, BelgiumFull-time-time
Posted: 9/23/2025
mid-levelBrussels, Francefull-time
Posted: 8/21/2025