Future-proof with the MiFID-II solution

Our MiFID II services are based on the core elements of portfolio management, a comprehensive range of market, master and metadata and our regulatory expertise.

MiFID II Services

With the MiFID II Regulation as of January 2018, financial distributors must inform their customers in an extended form about the target market and the costs of the financial products they sell.

The focus is on customer profiling, the new area of target market determination and comparison, the extended suitability check/statement, extended ex-ante and ex-post cost transparency, transaction reporting and the digital and timely expanded reporting obligation.

You can access the MiFID II services via our service platform or existing products such as Infront Portfolio Manager or Infront Advisory Solution.

MiFID II modules

In our customer profiling, the target market-relevant characteristics of your customer are automatically determined and stored in the database.

10 Recruitment

The specification of regulatory target market categories simplifies the definition of the target market on both the product and the customer side.

23 Goal Planning

In our customer profiling, the target market-relevant characteristics of your customer are automatically determined and stored in the database.

Icons Cash

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