glossario

Investment advice involves the provision of customized recommendations to a client, at their request or at the initiative of the investment firm, regarding one or more transactions relating to financial instruments. Financial advice includes the investment services/activities governed by Directive 2014/65/EU - MiFID2 (Market in Financial Instruments Directive). Financial advice can be offered by a company or an independent advisor. You should always find out whether the advice service is reliable, how much it costs and whether the advisor has certified skills.