Guidelines on certain aspects of the MiFID II suitability requirements

Law ESG English Banking

Date: 21st Nov, 2023 Source: European Securities and Markets Authority Country: European Union Original Source

Brief

Provide clarity on how firms should comply with the MiFID II suitability requirements, ensuring that investment advice and portfolio management services are suitable for clients’ needs and circumstances.

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Guidelines on certain aspects of the MiFID II suitability requirements

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