MiFID

The MiFID tab in the Security and Securities Account info areas allow you to store risk profiles for securities and securities accounts in accordance with the EU financial markets directive MiFID.

The same tab is also available in the Product Master info area, >> Product Master.

Compare the customer’s MiFID Risk threshold with the products’ MiFID Risk to ensure that a customer is only offered products whose MiFID Risk does not exceed the customer’s MiFID Risk threshold.