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.
With the entry into force of the MiFID II Regulation from 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 here 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 in the area of reporting and the digital and timely expanded reporting obligation.
You can access the vwd MiFID II services via our service platform or existing products such as vwd portfolio manager or vwd advisory solution.
In our customer profiling, the target market-relevant characteristics of your customer are automatically determined and stored in the database.
The specification of regulatory target market categories simplifies the definition of the target market on both the product and the customer side.
The regulatory categories are available as standard: Entry, exit and running costs.