Seven’s services for Advisors
Fiscal management, our speciality
Did you find any great opportunities for your clients in such financial operations as:
- Buying harmonised fund shares not licensed to be placed in Italy, non-harmonised UCITS funds;
- Italian and/or international shares and bonds;
- Ownership and administration of stocks, securities and financial instruments which are usually held in Italy and unlisted abroad.
But you have a problem: how to handle tax-related aspects? Seven Fiduciaria offers you its guidance. We can act as withholding agent on your behalf.
Multi-country e multi asset strategies
Do you wish to maximise the potential income of your clients, with multi-asset and multi-country strategies?
Seven Fiduciaria is the ideal partner for you. Our speciality is in fact working as withholding agent in complex asset management processes.
At Seven Fiduciaria we provide detailed information with a unitary accounting of the whole property, to control the value and the evolution of all asset categories punctually and permanently.
Our added value
Customised for you
If you tried to catch good investment opportunities in several countries or to offer your clients financial instruments reserved to qualified investors, unavailable to credit institutes or to retail sale networks, then you know that tax management implies a high degree of knowledge, expertise and constant update.
If you choose Seven, you will be able to focus on your job, with the certainty that tax-related duties will be fulfilled in the best possible way.
Closer to your client
With Seven Fiduciaria, you will strengthen the relationship with your clients.
As a matter of fact, not only will you provide them with additional, high-quality, expert services.
More safety: no risks related to tax management.
More efficiency: your workability becomes more simple and flowing.
More choice: the solutions for your clients become accessible and doable.
At Seven Fiduciaria we guarantee maximum discretion to you and your clients right from our very first meeting, where we will examine your requirements.
As an administrative trust company, Seven has all the instruments to manage and to protect assets to keep your operations towards third parties private.
A professional service for those who wish to offer their clients something more, keeping the information you wish to protect private.
Would you like to find out how Seven Fiduciaria can help you develop your business?
Did you find any interesting opportunities for your clients but you need a partner to stand by you?
Contact us now: our experts will be at your disposal to build up and develop your projects together.
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