- Tax structuring of bond issues intended to finance the business.
- Support with procedures at the Bank of Italy, Monte Titoli and Borsa Italiana.
- Assistance with the structuring and underwriting of equity-based financial instruments.
Tax and regulatory requirements for access to capital markets
Studio Forni assists companies, groups and investors with the tax structuring of capital market fundraising transactions, with particular reference to corporate bond issues.
The Studio analyses the characteristics of the transaction, the financial instruments used and the associated tax implications, assisting the client in devising a structure consistent with their financial and corporate objectives.
The services include coordinating compliance with requirements set by the Bank of Italy, Monte Titoli, and Borsa Italiana, as well as liaising with financial institutions, legal advisors, investors, and other professionals involved.
A specialized unit overseeing capital markets operations
Preliminary Analysis of the Transaction
Tax Structuring of Corporate Bonds
Tax Documentation and Opinions
Reporting Requirements to the Bank of Italy
Relations with Monte Titoli and Borsa Italiana
Participatory Financial Instruments
Are you considering a capital markets transaction?
From structuring to completion of the offering
Each transaction is managed through a coordinated process that integrates tax analysis, regulatory requirements, and execution activities.
Definition of the Operation
Let’s analyze the fundraising objectives, the issuer’s characteristics, the target investors, and the projected financial structure.
Tax and Corporate Structuring
Valutiamo le alternative e definiamo il trattamento fiscale e societario dello strumento e dei relativi flussi.
Regulatory Coordination
We oversee compliance and liaise with the Bank of Italy, Monte Titoli, Borsa Italiana, and the relevant advisors.
Issuance and Subsequent Activities
We assist the client in completing the transaction and managing the post-issuance obligations.
Enforcement Discipline
Capital market transactions require technical precision, coordination, and adherence to timelines. Studio Forni maintains a holistic view of the transaction, linking tax and corporate matters to regulatory compliance and the activities of the various stakeholders.
Complementary Skills for Complex Financial Transactions
Capital markets transactions may involve financing, corporate reorganizations, and ongoing tax planning. The firm brings together the diverse expertise needed to provide coordinated management.