Target Market and Complaints Reports
We have developed services to create, send and track reports between:
- distributor and an asset manager
- sub-distributor and a distributor
- sub-distributor and an asset manager
The services have been developed together with banks and asset managers in order to comply with the requirements in MiFID II.
We are in a dialoge with branch associations regarding development of a custom within this area and for discussions about the interpretation of relevant rules.
We believe a flexible tool is needed since we will not have the same interpretation of the rules in all countries. We also believe in starting small and to improve over time based on feedback in our community.
Join a web demo to get inspiration for your work related to these types of reporting.