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  3. Finance (general)

fact find exercise

Italian translation: colloquio approfondito

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
English term or phrase:fact find exercise
Italian translation:colloquio approfondito
Entered by: Cristina Bufi Poecksteiner, M.A.

22:55 Sep 21, 2016
English to Italian translations [PRO]
Bus/Financial - Finance (general)
English term or phrase: fact find exercise
Come in:

"If we both agree and decide that we are the right advisers for you and we should proceed, we will arrange for a meeting to gather personal information about you, your finances, your needs and objectives. This will involve a comprehensive fact find exercise.

The meeting usually lasts one to one and half hours depending on how well prepared the client has come to the meeting."
Giovanni Milone
Italy
Local time: 17:25
colloquio approfondito
Explanation:
Attraverso un **approfondito colloquio** e la compilazioni di due distinti questionari (c.d. Intervista Appropriatezza e Intervista Adeguatezza, congiuntamente intervista MiFid), verificheremo insieme la tua conoscenza ed esperienza in materia di investimento, i tuoi obiettivi di investimento e la tua situazione finanziaria e ti accompagneremo nell'individuazione di una scelta d'investimento a te adeguata
https://www.unicredit.it/it/info/normativa-mifid.html
Selected response from:

Cristina Bufi Poecksteiner, M.A.
Austria
Local time: 17:25
Grading comment
grazie mille.
4 KudoZ points were awarded for this answer



Summary of answers provided
4 +1procedura conoscitiva / di raccolta dei dati / delle informazioni
Gaetano Silvestri Campagnano
4 +1colloquio approfondito
Cristina Bufi Poecksteiner, M.A.
4analisi (esaustiva) della situazione / dei fatti
martini
3operazione di raccolta dati/di accertamento delle conoscenze
Elena Zanetti


  

Answers


12 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +1
procedura conoscitiva / di raccolta dei dati / delle informazioni


Explanation:
In pratica, quasi una specie di interrogatorio, anche perché il termine è preso dal campo giudiziario, dove il suo corrispondente, non adatto a questo contesto è "accertamento dei fatti".

Gaetano Silvestri Campagnano
Italy
Local time: 17:25
Native speaker of: Native in ItalianItalian
PRO pts in category: 798

Peer comments on this answer (and responses from the answerer)
agree  Anita M. A. Mazzoli
1 day 2 hrs
  -> Grazie mille Anita
Login to enter a peer comment (or grade)

7 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +1
colloquio approfondito


Explanation:
Attraverso un **approfondito colloquio** e la compilazioni di due distinti questionari (c.d. Intervista Appropriatezza e Intervista Adeguatezza, congiuntamente intervista MiFid), verificheremo insieme la tua conoscenza ed esperienza in materia di investimento, i tuoi obiettivi di investimento e la tua situazione finanziaria e ti accompagneremo nell'individuazione di una scelta d'investimento a te adeguata
https://www.unicredit.it/it/info/normativa-mifid.html

Cristina Bufi Poecksteiner, M.A.
Austria
Local time: 17:25
Works in field
Native speaker of: Italian
PRO pts in category: 470
Grading comment
grazie mille.

Peer comments on this answer (and responses from the answerer)
agree  Giovanni Pizzati (X)
3 hrs
  -> grazie Giovanni
Login to enter a peer comment (or grade)

8 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5
analisi (esaustiva) della situazione / dei fatti


Explanation:
direi così
fatti nel senso di situazione generale

martini
Italy
Local time: 17:25
Native speaker of: Italian
PRO pts in category: 174
Login to enter a peer comment (or grade)

9 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
operazione di raccolta dati/di accertamento delle conoscenze


Explanation:
.

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Note added at 9 ore (2016-09-22 08:11:10 GMT)
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http://it.bab.la/dizionario/inglese-italiano/fact-finding-ex...

Elena Zanetti
Italy
Local time: 17:25
Specializes in field
Native speaker of: Italian
PRO pts in category: 32
Login to enter a peer comment (or grade)



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