Although the new rules do not take effect until May 2018, it makes sense to consider them alongside MiFID disclosure
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Firms need to understand the implications of the MiFID II definition of independent advice.
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MiFID II brings a new definition of independence - firms need to consider if they can meet the requirements.
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New requirement to disclose costs at least annually
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Fingers crossed, no changes for ATEB clients, but best check!
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The FCA has published a new handbook that sets out product governance requirements for manufacturers and distribtors
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Your disclosure documents should be reviewed for compliance with MiFID II requirements.
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How will changes to complaint handling rules affect your company?
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The ATEB MiFID II guide.
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Periodic assessment of suitability under MiFID II
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