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Luxembourg - Novità normative nel wealth management e successione dei patrimoni: il ruolo delle fiduciarie Italiane

inizio: giovedì 19 ottobre 2017 09:00
durata: 4 ore e 30 minuti
Luxembourg - Forum Da Vinci

Bâloise Vie Luxembourg and Baloise Life (Liechtenstein) have the pleasure to invite you to an informative morning session conducted by our experts.


The event will take place on October, 19th, 2017, between 09:00 and 13:30, at Forum Da Vinci (6, boulevard Grande-Duchesse Charlotte, L-1330 Luxembourg).


Number of places is limited; therefore, kindly confirm your presence as soon as possible, through the website:




09:00 > 09:30 Welcome coffee


09:30 > 10:00 Regulatory news about wealth management and successions: the role of Italian fiduciary companies
Marco Finn, Unione Fiduciaria ( english)
Massimiliano Franzaroli, Unione Fiduciaria ( english)


10:00 > 10:30 Restyling the Product ProFolio
Manuela Martellino, Legal & Tax Expert - Bâloise Vie (Luxembourg) ( english)
Loris Amista, Director Private Insurance for Italy - Baloise Life (Liechtenstein) & Bâloise Vie (Luxembourg) ( english)


10:30 > 11:10 Konzept NextGeneration - Usufruct solutions with life insurances ( english and german handout)
Christian Ritz, Direktor vertrieb - Deutschsprachtige Markte - Bâloise Vie Luxembourg ( german)


UK RND update (new regime into Law) + Permitted Policyholder control (FAS in the UK)
Phil Tarplee, Director – IIII Ltd. ( english)


«Les atouts passés et futurs de l’assurance –vie pour les résidents français»
Alain Moreau, FBT Avocats Paris ( français)


12:00 > 13:30 Walking Lunch

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