SERVICES

Exclusive service:
Management and Advisory for assets deposited in Switzerland

Thanks to the synergies with the parent company and in line with current regulations, we offer you asset management by depositing your account with Banca del Sempione SA

EXCLUSIVE SERVICE

Management and Advisory Service for assets deposited in Switzerland

For an even more sophisticated service

To meet your needs and comply with current regulations, we are able to manage your assets by depositing them in a registered account opened with Banca del Sempione SA.


Easier than it seems 

When opening a registered relationship with a foreign banking institution (such as Banca del Sempione SA), the deposits and financial income must simply be indicated in the depositor’s tax return. In this case, Sempione SIM cannot be used as a withholding agent.


As simple as managing capital from Italy

Nothing changes with respect to the provision of financial services, to be carried out by Sempione SIM in compliance with the mandate received and compatibly with the provisions of the MiFID II regulations.


What are the main characteristics of this service? 

Reporting by the Italian manager – Sempione SIM SpA.

Tax return for foreign income with certification issued by the Custodian Bank.

Declaration of the amounts and financial income in the RW, RT and RM boxes on the Italian tax return.

The capital gains regime is declarative.

There is fiscal neutrality with respect to deposits in Italian banks. (Principle of the free circulation of capital).

Find out more about our other services

  • Management of assets deposited in Switzerland

    Thanks to the synergies with the parent company and in line with current regulations, we offer you asset management by depositing your account with Banca del Sempione SA. 

  • Discretionary Service

    We redefine the traditional concept of wealth management. We manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability.

  • Advisory Service

    Our process begins with listening carefully to your needs: we give you the time it takes to get to know your story and understand your perspectives and your goals. All designed to create a tailor-made service for you.

  • Execution Only

    If your requirements are freedom and autonomy, our Execution Only solution is the right one for you.

  • Additional Services

    As well as investment management, we offer a full range of services to meet all your needs.

Do you want to learn more about our services or discuss your financial needs?

Sempione SIM

(Brokerage Firm) SpA
Registered, operating and administrative office
Via M. Gonzaga 2
I – 20123 Milan
Tel. +39 02 30 30 35 1
Fax +39 02 30 30 35 22/24
info@sempionesim.it

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Sempione SIM SpA | Share Capital: €2,500,000.00 fully paid up | Enrolled in the Sim register, Consob Resolution no. 13203 of 18 July 2001 | Independent Auditors: PricewaterhouseCoopers, Milan | Member of the National Guarantee Fund | Member of the Arbitrator for Financial Disputes (download PDF)| Tax Code and VAT No.: 03580520173 Milan Economic and Administrative Index (REA) No.: 1667354

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