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"Material facts" for the purposes of constituting false reporting

Cass., 12 January 2016, n. 890

With Judgement No. 890/16 published on 12 January 2016 (hearing held on 12 November 2015), the Fifth Criminal Chamber of the Supreme Court analysed the new wording of Article 2621 of the Civil Code, introduced with Law No. 69 of 27 May 2015, which sanctions the reporting of salient material facts that are untrue in the financial statements (the legislator deleted "still subject to evaluation" and replaced it with the adjective "salient").

The Court builds on the meaning of the term "facts". It cannot be understood in the literal sense of data from the phenomenal reality, but must be interpreted in the light of the context in which the rule operates and adjusted to the purpose that the latter aims to achieve.

Financial statements must give a true and fair view of the financial position, avoiding falsely reporting data that can mislead operators and, according to the Court, it is also necessary to include evaluation indices within the concept of "facts" (so much so that the legislator has laid down some evaluation criteria).

​In this context, the Court held that the failure to write-down non-performing loans, in this case equal to about 62% of total loans, while aware of the impossibility or great difficulty in collecting them, is an offence under Art. 2621 of the Civil Code and may result in conviction for fraudulent bankruptcy in accordance with the combined provisions of Art. 2621 of the Civil Code and Art. 223 of Royal Decree No. 267/1942.

The interpretation given by the judgement in question is at odds with the previous Judgement No. 33774, filed on 30 July 2015, in which the Fifth Criminal Chamber​ of the Supreme Court instead held that "the new wording of Articles 2621 and 2622 of the Civil Code (...) regarding the crime of reporting 'material facts that are untrue', no longer contains the phrase 'still subject to evaluation', which means that it is no longer possible to class false reporting a crime (...) when the material facts not corresponding to the true situation are the result of existing evaluation procedures, which later prove to have over- or underestimated or used incorrect criteria."

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