Headquarters and offices
Via Po 16a - 00198 Rome
Largo Donegani 2 - 20121 Milan
Since January 2022, Investire has a SUPPLIER REGISTRY for businesses and professionals. Businesses and technical professionals can therefore request registration by emailing email@example.com.
The registration request email needs to include the following attachments:
- brochure with basic details;
- VAT number;
- Reference name, cellphone number, and email.
The supplier will receive an automated email (firstname.lastname@example.org) with the relevant information to finalize the registration through a specific link. Investire will then validate the data and documents provided.
For any complaints, the involved party can contact Investire SGR by the following means:
- sending a signed-for registered mail addressed to: Investire SGR S.p.A., Via Po 16/A, 00198 – Rome
- via fax to +39 06.69.62.92.12;
- sending a certified email to email@example.com;
- hand delivering a letter to the SGR headquarters at Via Po 16/A, 00198 – Rome, or the main office at Largo Donegani 2, 20122 – Milan.
Complaints will be duly received by the SGR if they contain the following information: (i) the complainant's contact details; (ii) the reasons for the complaint; and (iii) the signature or similar item that identifies the complainant.
The Company has adopted appropriate procedures to ensure the prompt handling of complaints.
Handling complaints is the responsibility of the Compliance & Anti Money Laundering function, as part of a process in which a plurality of structures participate, to ensure an extensive examination of the issue raised by the complaint itself.
The complaint handling process is concluded within a maximum time of 60 days from the receipt of the same by the Company, in one of the ways indicated above.
The Company will treat the complaints received with the utmost diligence by notifying the Complainant in writing of its resolutions, within the aforementioned time limit, by registered letter with return receipt or Certified Electronic Mail (CEM).
Data and information regarding customer complaints shall be kept in the Complaint Register established by the Company.
Investire SGR complies with the Referee for Financial Disputes (ACF), created by the National Commission for Companies and Stock Exchange (CONSOB) through resolution no. 19602 of 4 May 2016.
Investire Sgr adheres to the Referee for Financial Disputes (hereinafter the ACF), established by Legislative Decree No. 130 of August 6, 2015, in implementation of Directive 2013/11/EU on alternative dispute resolution for consumer disputes, established by the National Commission for Companies and Stock Exchange (CONSOB) with resolution No. 19602 of May 4, 2016, and operational as of January 9, 2017.
So-called Retail Investors, other than eligible counterparties under Article 6, paragraph 2c(d) of the TUF and professional clients under Article 6, paragraphs 2.5 and 2.6 of the Consolidated Law on Finance (TUF), can refer to the ACF.
Disputes involving the following do not fall within the ACF’s jurisdiction:
- sums of money amounting to more than €500,000.
- damages which are not an immediate and direct consequence of the failure or violation of the said obligations by the intermediary, as well as non-pecuniary damages.
The right to appeal to the Referee for Financial Disputes (ACF):
- must be exercised by the Investor within a year from the date of the claim or, if the claim was presented before the date of start of the ACF’s operations (9 January 2017), within a year from that date;
- is not subject to waiver by the Investor and may always be exercised, even if there are clauses of devolution of disputes with other Alternative Dispute Resolution bodies contained in the contracts.
The appeal to the ACF may be presented - only by the Investor, in person or through a representative association for consumer interests or through a prosecutor - when there are no other pending extra-judicial dispute resolution procedures.
Access to the ACF is entirely free for the Investor and there are reduced resolution deadlines (90 days after the completion of the file).
In any case, the Investor has the right to appeal to the competent court regardless of the outcome of the out-of-court settlement procedure.
Investire SGR guarantees that any claims received from Clients will always be evaluated against the guidelines of the ACF. In case of complete or partial refusal of the claims, Investire SGR will provide the Investor with adequate information on the means and periods for the presentation of the appeal to the ACF at the CONSOB.
For in-depth and specific information on the said law as well as on regulatory and procedural compendium on the Referee for Financial Disputes, please refer to the web reference below: http://www.consob.it/web/area-pubblica/arbitro-per-le-controversie-finanziarie
Investire SGR S.p.A uses the SDIR-NIS / NIS-Storage mechanisms for the transmission and storage of regulated information, managed by Bit Market Services S.p.A. Information is available at www.emarketstorage.com.