Mar 16, 2023 09:46
1 yr ago
21 viewers *
Italian term

portafogliare (verb)

Italian to English Law/Patents Law (general) financial court case
"Inoltro al precedente gestore reperito in Anagrafe, non essendo mai stato in possesso del fascicolo del cliente in quanto portafogliatomi ieri […] nel fascicolo cartaceo non è stata rinvenuta la documentazione contrattuale in originale, essenziali ai fini delle azioni legali."

"To portfolio" seems to be a false friend and rare, to do with mortgages/investments. So does this here mean just "sent"?

Discussion

philgoddard Mar 17, 2023:
We don't know what this is about or what is being managed, but could it refer to the client rather than the file? Could it mean 'added to my portfolio', ie transferred to me?

Proposed translations

+1
6 hrs
Selected

presented to me

"Forwarded to the previous manager found in the registry, having never been in possession of the customer's file as presented to me yesterday [...] the original contractual documentation, essential for the purposes of legal action, was not found in the paper file.

Unfortunately, Adrian's answer is completely wrong, as either didn't read, or didn't understand the context; the logging and recording happened far earlier in the process, and the matter is now considerably further down the line, being reviewed by someone else.. This is about handing the file from one clerical officer to another, hence " present" here.
Peer comment(s):

agree martini
22 hrs
Thank you!
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4 KudoZ points awarded for this answer.
3 hrs

to log; copy into the record

Does seem to be used as a verb, no doubt at any well-known studio legale.

Inductively from the context, rather than 'deductively' from the Italian:

in quanto portafogliatomi ieri […] nel fascicolo cartaceo : insofar as [Jo Bloggs / di Baggio] ... yesterday copied me into the record in the paper file / box-file bundle.

-> if the fascicolo cartaceo is meant to contrast with a fascicolo digitale: e-file, then the paper file is added to the client's bundle/ Schedule of Exhibits for case (UK) listing (USA) docketing.

(ri)portafogliar in the first example sentence : (re-)log; (re-)index; (re-)record.

Example sentence:

Possibilità di *portafogliare* la lista al momento dell'acquisizione, oppure *riportafogliarla* a seguito eventi di riordino o quotidianamente.

The case log function on Portfolio Online is intended as an online version of a log book. It allows you to keep notes for the cases you see,

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