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Il Consulente Finanziario Indipendente ha accesso ai miei conti?

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Il Consulente Finanziario Indipendente non ha accesso ai conti bancari dei clienti e non può operare sul loro Portafoglio.

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Il rapporto con le figure tradizionali (dipendente della banca, promotore finanziario, agente assicurativo) è caratterizzato da passaggio di denaro, attraverso un mezzo di pagamento.

Il Consulente Finanziario Indipendente, invece, non effettua raccolta dei mezzi di pagamento e non ha deleghe operative. La sua attività si concretizza esclusivamente attraverso raccomandazioni di investimento. 

Attraverso l’home banking il cliente può tuttavia richiedere l’abilitazione del consulente alla sola visibilità del conto titoli. Ciò consente un duplice vantaggio:

  1. monitorare in tempo reale la posizione del cliente;
  2. controllare con tempestività la rendicontazione bancaria.

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Quindi, sulla base di tutto ciò, i clienti del consulente finanziario indipendente hanno tutte le garanzie di sicurezza.

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