Legal Documents and Information
Archive of legal documents and policies for Generali Investments Partners S.p.A. Società di gestione del risparmio
Important notice:
Kindly note on 24 May 2023 the Board of Directors of Assicurazioni Generali S.p.A approved the reorganization of Generali Group Asset & Wealth Management Business Unit aimed at unlocking scale benefits, simplifying governance and enhancing best practices along with operations efficiency.
As a result, Generali Investments Partners S.p.A. Società di gestione del risparmio (hereinafter “GIP”) will be merged by incorporation into Generali Insurance Asset Management S.p.A. Società di gestione del risparmio (hereinafter “GIAM”). The latter will be renamed Generali Asset Management S.p.A. Società di gestione del risparmio (hereinafter “Generali AM”).
The above mentioned merger – approved by the Board of Directors of GIP and GIAM on 31 May 2023 and approved by Bank of Italy on November 3, 2023 – shall be executed pursuant to and in accordance with articles 2501 et seq. of the Italian Civil Code and become effective on January 1, 2024.
Due to this reorganization, certain functions (i.e. some of the IT & Operations activities, including middle and back office, Compliance/Anti Financial Crime and Risk Management, closely related to the administrative and asset management support), currently performed by Generali Investments Holding S.p.A. for the benefit of GIP and GIAM, shall be transferred to Generali AM.
Furthermore, as a result of the merger, Generali AM shall assume all the rights and obligations of GIP and shall continue the activities currently carried out by GIP. Therefore, with reference to the investments made by GIP in name and on behalf of the funds it manages, any reference made to GIP into the agreement in place with your company (hereinafter the “Agreement”) shall be read as a reference to Generali AM.
Hence, the website of GIP has been closed, all documents and information related to GIP and valid until 12/31/2023 can be found in this section here below of Generali AM's website or can be requested from the new Generali AM as the incorporating company.
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