Word template · Executive
Italian fit and proper profile template (profilo di idoneità dell'esponente)
In Italy, the organo competente of a bank assesses the idoneità of each esponente aziendale it appoints (DM 169/2020, art. 23), and the Banca d'Italia, or the ECB for significant banks, verifies it (art. 24). Insurers follow a different decree (DM 88/2022) and IVASS rules, so this template is for banks and the other intermediaries covered by DM 169/2020. This Word template is the profilo di idoneità a search firm prepares for an amministratore delegato, direttore generale, consigliere or sindaco, or for the head of a funzione aziendale di controllo, written entirely in Italian. It opens with la nomina: tipo di incarico, banca o impresa, autorità di vigilanza, decorrenza, durata and tempo richiesto. Then the sintesi dell'idoneità, professionalità e competenza by the nine ambiti of DM 169/2020 art. 10 with evidence, the esperienza with the nature and size of each organisation, formazione, and finally onorabilità e correttezza, conflitti di interesse, disponibilità di tempo e cumulo degli incarichi, indipendenza di giudizio, the contribution to the board's composizione collettiva and the punti aperti. It supports the questionario and never replaces it.
The board's own assessment needs facts it can cite: which role showed which competence, at what kind of organisation. This profile gives them in Italian, with onorabilità, conflicts and independence taken only from what the candidate declared and you noted.
10 free credits, no card needed. One credit fills one document.
For recruitment and search firms. Formatix formats your candidates' CVs into your firm's template; it is not a tool for writing your own CV.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
What's in the template
The Italian profilo di idoneità an executive search firm prepares for an esponente aziendale (amministratore delegato, direttore generale, consigliere, sindaco) or the head of a principale funzione aziendale at an Italian bank (DM 169/2020), written in Italian: la nomina, sintesi dell'idoneità, professionalità e competenza by the nine ambiti of DM 169/2020, esperienza with the nature and size of each organisation, formazione, then onorabilità e correttezza, conflitti di interesse, disponibilità di tempo e cumulo degli incarichi, indipendenza di giudizio, composizione collettiva and punti aperti, all from your notes only. Supports the questionario, never replaces it. Italian only.
- La nomina: tipo di incarico, banca o intermediario, autorità di vigilanza, decorrenza, durata, tempo richiesto
- Sintesi dell'idoneità from the consultant's notes
- Professionalità e competenza per ambito, each with evidence from the CV
- Esperienza professionale with the nature and size of each organisation
- Onorabilità e correttezza, conflitti di interesse and indipendenza di giudizio, as declared
- Disponibilità di tempo e cumulo degli incarichi, composizione collettiva, punti aperti
What it's for: Placing an esponente aziendale or the head of a main function at an Italian bank (DM 169/2020).
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Search firms placing bank boards in Italy
A profilo di idoneità in Italian for every esponente candidate, in your brand.
Board practices with Italian financial clients
One clear document for the segreteria societaria from CVs in any language.
Every page of the example
The example is in Formatix branding with fictional content. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop the CV and your notes
Upload the candidate's CV with your notes: the incarico, the bank or insurer and its authority, start, term and time required, the candidate's declarations on onorabilità, conflicts and other incarichi, and what is still open. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word file or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- Is the profile in Italian?
- Yes, entirely, even when the CV is in English. Names of institutions and degrees stay as written.
- Is this the official questionnaire?
- No. It is a Formatix candidate document that supports the board's assessment and the questionario. The institution still completes and files the official documents.
- Will Formatix say the candidate has no conflicts or a clean record?
- Only if your notes say so. Reputation, conflicts of interest, independence of mind and time commitment are filled from the candidate's declarations and your checks. With no notes, these sections stay empty; Formatix never draws them from the CV.
- Can I download this template?
- Yes. A free, editable Word version with neutral branding and a fictional example candidate is on this page, to fill in by hand. To have it rebuilt in your brand and filled automatically, use it in Formatix; you keep an editable Word file.
- Is there an Italian version of this page?
- Yes, at /it/modelli/profilo-idoneita-esponente.
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Use the profilo di idoneità dell'esponente (italian fit and proper profile) in your brand
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