Official Documents
Documents

Official Documents

The Statute and the Information Notice

The Statute

Fondapi’s activity is governed by the Statute. This document, drafted based on a framework adopted by COVIP, defines the identifying elements of the pension fund, the scope of beneficiaries, contributions and benefits, organizational profiles, and relationships with members.

The Information Notice

The Information Notice is an official document that each pension fund produces and which contains all the necessary information to understand the characteristics of the fund itself.

Statute

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Governance System

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Information Notice - Full Version

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Information Notice - Individual Sheets

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The engagement policy

This engagement policy has been drafted in compliance with Legislative Decree No. 49 of May 10, 2019, implementing Directive (EU) 2017/828 (the so-called Shareholder Rights Directive II).
The main objective of the regulation is to promote within the target entities:

  • greater responsibility regarding strategic, financial, and social, environmental and good governance aspects;
  • collaboration and constant dialogue with investee companies;
  • complete transparency towards the public.

These principles of responsibility and transparency have always characterized FONDAPI’s investment activity and are essential in achieving the medium-long term objectives that constitute the fund’s mission.

Documentation

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Information on Sustainability

Documents

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Past Documents

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Privacy Policies

Documents

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Other documents
and calculation tools

Other Documents

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Calculation Tools

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Regulations, Rules
and Financial Statements

Regulations

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Rules

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Financial Statements

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Warning

Please note that the amounts shown in the table “how much you could receive when you retire” on page 4 of the “presentation sheet” in the information notice are estimates and are ONLY indicative of what you will actually receive.
In the capitalization system that characterizes the pension fund, pension amounts will depend on the returns earned and costs incurred. Returns are subject to wide fluctuations; therefore, they need to be evaluated with a long-term perspective.

Past returns are NOT indicative of future returns: if a fund has achieved very positive results over a certain time period, there is no certainty that it will continue to be equally profitable in the coming years (and vice versa).

Costs, which tend to be stable over time, have a significant impact on the final benefit amount: over a participation period of 35 years, a 1 percent lower annual cost translates into a final benefit that is 18-20 percent higher.

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