Adapting Your Advice for MiFID II

12 Jul 2017
Date submitted
12 Jul 2017
Resource type
Best practice
File type
pdf PDF file (103.39K)
Financial firms throughout Europe are rethinking their advice processes as they approach the January 2018 implementation deadline for MiFID II. The directive requires all advisers to make sure that the portfolios and advice they offer are suitable to investors’ needs.
To access white papers, case studies and best practices. Please sign up to become a member of bobsguide. If you are already a member please log in.
Enter your email address
Remember my email address