Insurance companies and intermediaries

FIVELEX advises Italian and international insurance companies and intermediaries on all phases of their activities, from the authorisation and launch of new projects to day-to-day advice for already operational intermediaries, as well as on all matters of corporate and commercial law.

Corporate M&A >

 

The advice provided by the professionals at FIVELEX includes:


• advice on procedures relating to authorisation to operate businesses and the acquisition of significant equity interests;
• advice on cross-border operations, including support for the establishment of branches and operation under the freedom to provide services;
• advice on M&A and reorganisation transactions, including those with a cross-border component;
• counsel relating to company and corporate governance issues;
• ongoing counsel on legal and compliance aspects;
• support for control functions in preparing policies and reviewing their compliance;
• advice on drafting remuneration and incentive policies;
• support in preparing policies, reviewing their compliance and conducting gap analysis on the impacts of new legislation;
• advice on managing client complaints, including in preparation for possible litigation;
• advice on the launch of new products and the preparation of the related documentation, including the related prospectuses;
• advice on financial innovation processes;
• advice on relations with outsourcers, the related contracts and the associated obligations towards supervisory authorities;
• support in relations with supervisory authorities, including in the context of inspection procedures and related interactions with the authorities, as well as participation in consultations on future legislation;
• advice in sanction proceedings.

 

FIVELEX also provides advice regarding the drafting of:


• contracts in all lines of insurance business, with a focus on policies of a financial nature;
• delegated management agreements;
• contracts with clients;
• agreements between insurance companies and intermediaries.