Our Benedetta Musco Carbonaro has examined in depth for Italia Oggi the recent ruling n. 5286/2022 of the Court of Milan which highlights the importance of pre-existing operations carried out by the client in establishing their investor profile.
An important ruling in a case won by our Firm which confirms that identical operations carried out in the past are crucial to establish on the one side that the investor is the effective and not merely formal agent of all subsequent operations, and on the other side, to determine the degree of the client’s knowledge and experience for the purposes of assessing appropriateness.
