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Home / MiFID Directive

MiFID DIRECTIVE

DOCUMENTATION

  • Information Document on the bank, the services rendered, the safeguarding of financial instruments and funds, and the nature and risks of the financial instruments
  • Information Document on the bank's order execution and transmission strategy
  • Annex (1) to the Order Execution and Transmission Strategy
  • Information Document on inducements
  • Information Document on the bank's conflict of interest policies
  • Information Document on client classification
  • Measurement bases for assets under management
  • Information for clients on MiFID profiling
  • Annual disclosure of information on the identity of execution venues and execution quality

 

Cassa Lombarda

THE BANK

We are a private Bank focused on Private Banking. Based in Milan, we have been in the business for over 90 years. We are part of an international group specialising in Wealth Management that includes the Switzerland-based PKB Privatbank as well as other Entities providing Asset Management and fiduciary services. This allows us to offer solutions typical of a broader financial network.

HEAD OFFICE

Via A. Manzoni, 12/14
20121 Milan
Phone. +39 02.77.99.1
Fax +39 02.77.99.365

FOLLOW US

Linkedin Cassa Lombarda

CONTACT US

Milan
Rome
Bergamo
Busto Arsizio
Como

THE GROUP



SERVICE LINK

  • Privacy and legal
  • MiFID directive
  • Bail-in
  • Security
  • Transparency
  • PSD2
  • AdES
  • New European rules on default

DOCUMENTS

  • Company Profile
  • Institutional Brochure

PRIVATE AREA

  • Guest BOOK
  • Advisory service

Cassa Lombarda S.p.A. - Registered office: Via A. Manzoni, 12/14 20121 Milan - Milan Business Register No.
00714590155, Economic and Administrative Register No. 89659 - Share Capital: EURO 18,000,000 - VAT and Tax Identification Number: 00714590155. All rights reserved.
Company subject to management and coordination by PKB Privatbank SA