Quotation Estimate Banker in Italy Rome –Free Word Template Download with AI

This Quotation Estimate is issued by the undersigned Banker in the capacity of Senior Financial Advisor at Banca Romana Fidecommissaria S.p.A., operating within the jurisdiction of Italy Rome. The following professional banking services are proposed for the exclusive benefit of the Client, tailored to the regulatory and commercial environment of the Rome metropolitan area and the broader Lazio region of Italy.

As your dedicated Banker in Italy Rome, I am pleased to present this comprehensive Quotation Estimate outlining the full spectrum of advisory, transactional, and custodial banking services that will be rendered over the forthcoming twelve-month engagement period. All services comply with the regulations set forth by the Banca d'Italia, the European Central Bank, and the applicable provisions of the Italian Civil Code (Codice Civile) and the TUB (Testo Unico della Finanza).

• Validity: This Quotation Estimate shall remain valid for a period of ninety (90) calendar days from the date of issue. After this period, the Banker reserves the right to revise fees in accordance with prevailing market conditions in Italy Rome.
• Payment Terms: Invoices shall be issued monthly in arrears. Payment is due within thirty (30) days of invoice date via SEPA bank transfer to the account held at Banca Romana Fidecommissaria S.p.A., Rome branch.
• Regulatory Compliance: All services rendered by the Banker are subject to the anti-money laundering directives of the Banca d'Italia and the European Union. The Client agrees to provide all documentation required for KYC (Know Your Customer) procedures as mandated in Italy.
• Confidentiality: The Banker undertakes strict professional secrecy in accordance with Article 2105 of the Italian Civil Code. No client data pertaining to this Quotation Estimate or subsequent banking operations in Italy Rome shall be disclosed to third parties without written consent.
• Termination: Either party may terminate the engagement with sixty (60) days' written notice. Upon termination, all outstanding fees specified in this Quotation Estimate shall remain payable.
• Governing Law: This Quotation Estimate and all services herein are governed by the laws of the Italian Republic. Any disputes shall be resolved by the competent courts of Rome, Italy.

By signing below, the Client acknowledges receipt of this Quotation Estimate and authorizes the undersigned Banker to commence the banking services described herein in Italy Rome, effective from the first business day following the date of signature.