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Bper Banca — Investor Relations & Filings

Ticker · BPE ISIN · IT0000066123 LEI · N747OI7JINV7RUUH6190 XMIL Financial and insurance activities
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Filings indexed 1,289 across all filing types
Latest filing 2025-03-18 M&A Activity
Country IT Italy
Listing XMIL BPE

About Bper Banca

https://www.bper.it/

Bper Banca is a financial institution that provides a diversified range of banking and financial services. The company's operations cater to individuals, households, and corporate clients, including sole proprietorships and large enterprises. Core activities are segmented into retail, private, and corporate banking. The retail offering includes current accounts, payment cards, mortgages, and personal loans. For high-net-worth clients, the bank provides specialized private banking and wealth management services. The corporate division offers traditional banking, corporate finance, and investment banking solutions. The product portfolio is further complemented by the distribution of insurance policies and asset management solutions. Bper Banca operates through a multi-channel model, integrating digital banking platforms with a physical branch network for expert advisory services.

Recent filings

Filing Released Lang Actions
Report released by the Independent Expert according to art. 2343-ter, paragraph 2, letter b) of the Italian Civil Code
M&A Activity Classification · 95% confidence The document is an official report issued by PricewaterhouseCoopers (PwC) concerning the fair value assessment of shares of Banca Popolare di Sondrio S.p.A. (BPSO) to be contributed in kind by BPER Banca S.p.A. as part of a Voluntary Public Exchange Offer. The title explicitly mentions 'Report according to article no. 2343-ter, paragraph 2, letter b) of the Italian Civil Code'. This type of report, which assesses the value of assets contributed to a company (in this case, shares being contributed in exchange for new shares in a capital increase related to a takeover bid), is a specialized valuation report. It is not a standard periodic financial report (like 10-K or IR), nor is it a general audit report (AR). It is a specific valuation report required under Italian corporate law for capital contributions in kind related to M&A/exchange offers. Given the provided definitions, this specialized valuation report assessing the value of assets for a transaction aligns most closely with a specialized 'Audit Report / Information' (AR) if we interpret 'Audit Report' broadly to include statutory valuation reports required for corporate actions, or potentially 'Regulatory Filings' (RNS) as a catch-all. However, since it is a detailed, formal report assessing value based on accounting principles (PIV) and specific legal articles (2343-ter), it functions as a statutory valuation report. In the absence of a specific 'Valuation Report' code, and considering its formal, statutory nature, it is best classified as an 'Audit Report / Information' (AR), as it is a formal report on financial/value assessment, distinct from the full Annual Report (10-K) or an Interim Report (IR). The document length is substantial (66k chars), confirming it is the report itself, not just an announcement (RPA).
2025-03-18 English
Relazione dell’Esperto Indipendente ai sensi dell’art. 2343-ter, comma 2, lettera b) c.c.
M&A Activity Classification · 99% confidence The document is titled "Relazione ex art. 2343-ter, comma 2, lettera b) del codice civile con riferimento a massime n. 453.385.777 azioni ordinarie di Banca Popolare di Sondrio S.p.A. oggetto di possibile conferimento in natura nell'ambito dell'Offerta Pubblica di Scambio volontaria totalitaria promossa da BPER Banca S.p.A.". This explicitly states it is a valuation report (Relazione) required by Italian Civil Code Article 2343-ter, specifically concerning the fair value assessment of shares being contributed in kind (conferimento in natura) as part of a Tender Offer (Offerta Pubblica di Scambio). This type of specialized valuation report, mandated for specific corporate actions like capital increases via in-kind contributions related to M&A/Tender Offers, does not fit neatly into the standard SEC filings (10-K, ER, IR) or general categories like Investor Presentation (IP) or Audit Report (AR). Given the context of a valuation report for a specific corporate transaction (Tender Offer/Capital Increase), the most appropriate classification among the provided options is 'Capital/Financing Update' (CAP) or potentially 'Regulatory Filings' (RNS) as a fallback. However, since the core purpose is the valuation supporting a capital increase/financing structure related to the takeover bid, 'CAP' is a strong candidate. Since the document is a detailed valuation report supporting a major financing/transaction (Tender Offer), and not just a brief announcement of the transaction itself, it is not RPA or RNS. It is a specialized report related to capital structure changes. Given the options, and recognizing this is a valuation report supporting a capital increase related to an M&A event, 'CAP' (Capital/Financing Update) is the best fit, although 'TAR' (M&A Activity) is also relevant due to the underlying tender offer. Since the document's primary function described is the valuation for the *conferimento* (contribution) supporting the capital increase, CAP is chosen over TAR, which usually covers the announcement of the bid itself. If a specific code for 'Valuation Report for Capital Contribution' existed, it would be used. In its absence, CAP captures the financing aspect.
2025-03-18 Italian
Relazione volontaria della Società di revisione sui metodi per la determinazione del rapporto di scambio
Audit Report / Information Classification · 99% confidence The document is titled "RELAZIONE VOLONTARIA DELLA SOCIETÀ DI REVISIONE INDIPENDENTE SUI METODI UTILIZZATI DAGLI AMMINISTRATORI DI BPER BANCA S.P.A. PER LA DETERMINAZIONE DEL RAPPORTO DI SCAMBIO NELL'AMBITO DELL'OPS PROMOSSA DA BPER BANCA S.P.A. SULLA TOTALITÀ DELLE AZIONI DI BANCA POPOLARE DI SONDRIO S.P.A." (Voluntary Report of the Independent Auditor on the Valuation Methods Used by the Directors of BPER Banca S.p.A. for Determining the Exchange Ratio in the Context of the Tender Offer Promoted by BPER Banca S.p.A. on All Shares of Banca Popolare di Sondrio S.p.A.). This document explicitly details the work performed by Deloitte & Touche S.p.A. to provide 'limited assurance' on the valuation methods used by the management for an exchange ratio in a tender offer (OPS). The report references ISAE 3000 Revised, which is standard for assurance engagements other than audits or reviews of historical financial information. This is not a full Annual Report (10-K), an Earnings Release (ER), or a standard Interim Report (IR). It is a specific report issued by an external auditor concerning the fairness/reasonableness of valuation methods used in a corporate transaction (M&A/Takeover context). Given the options, the document is a specialized report related to the audit/review process, but specifically focused on the valuation methods for a transaction. It is most closely aligned with an Audit Report/Information (AR), as it is a formal report from an auditor providing assurance on specific aspects (valuation methods) related to a corporate action, distinct from a full financial statement audit or a standard regulatory filing. It is not a M&A Activity (TAR) document itself, but an auditor's report *about* the M&A valuation methods. It is a formal assurance report, making AR the best fit among the provided codes. Q1 2025
2025-03-18 Italian
Documento Informativo Piano ILT 2025-2027 (punto 2c)
Remuneration Information Classification · 98% confidence The document title is "DOCUMENTO INFORMATIVO SUL PIANO DI COMPENSI BASATO SU STRUMENTI FINANZIARI - PIANO ILT 2025-2027" (Information Document on the Financial Instrument-Based Compensation Plan - ILT Plan 2025-2027). It explicitly references Italian regulatory articles concerning compensation plans (art. 114-bis of Legislative Decree 58/1998 and art. 84-bis of Consob Issuer Regulation). The content is filled with definitions related to bonuses, remuneration, directors, and compensation structures (e.g., 'Bonus maturato', 'Comitato per le remunerazioni', 'Dirigenti con responsabilità strategiche'). This strongly indicates a document detailing executive and director compensation schemes, which aligns directly with the definition for Remuneration Information (DEF 14A), which covers compensation for top executives and directors.
2025-03-18 Italian
Documento Informativo Piano MBO 2025 (punto 2b)
Remuneration Information Classification · 98% confidence The document title is "DOCUMENTO INFORMATIVO SUL PIANO DI COMPENSI BASATO SU STRUMENTI FINANZIARI - PIANO MBO 2025" (Information Document on the Financial Instrument-Based Compensation Plan - MBO Plan 2025). It explicitly references Italian regulations (art. 114-bis of Legislative Decree 58/1998 and art. 84-bis of Consob Issuer Regulations) concerning remuneration policies and incentive plans based on financial instruments. This content directly relates to the compensation structure for management and directors, which aligns with the definition of Remuneration Information (DEF 14A), which covers compensation for top executives and directors, often detailed in specific regulatory documents like this one.
2025-03-18 Italian
Report on Remuneration Policy and Compensation paid 2025
Remuneration Information Classification · 99% confidence The document title is explicitly stated as "RELAZIONE SULLA POLITICA IN MATERIA DI REMUNERAZIONE E SUI COMPENSI CORRISPOSTI" (Report on Remuneration Policy and Compensation Paid). This document details the company's policy regarding executive and director compensation, including definitions for bonuses, KPIs, claw-back mechanisms, and remuneration for board members. This content directly aligns with the definition of a Remuneration Information report, which corresponds to the DEF 14A filing type in the provided schema, even though the document is in Italian. The structure, including a detailed glossary and a table of contents focusing on remuneration policy, confirms this classification. The document length is substantial (over 500k characters), indicating it is the full report, not just an announcement.
2025-03-18 Italian

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