The IDD directive regulates the distribution of both life and damage insurance products, for which the regulation indicates a set of ad hoc rules, in line with MiFID II. We are glad to say that we made an effort to get our relevant products, for instance Sure and Advice, to be fully IDD compliant. Continue reading “IDD Compliant: To Protect and Serve”
There’s a process in wealth management that strongly depends on appealing user experience and solid legal basis: the onboarding process. A process also exists that is an ideal candidate for rationalization and digitalization, in order to get streamlined, gain effectiveness and retain the client. Continue reading “Focusing On The Onboarding Process When Going Digital”
Last November’s IT Forum in Milan was an event relevant essentially for Italy; nonetheless, our Client Solution Director Michele Tanzi took the stage and give directions that are relevant for the whole company in 2018. Continue reading “A Challenging 2018 Awaits. But, We’ve Got a Platform”
Happy 2018 to everyone! And welcome in a world where trading online is the talk of the day, thanks to the rollercoaster-like trends of Bitcoin and the like; at a time when, thanks to MiFID II age beginning just now, the need to strictly follow regulations is stronger than ever in wealth management. Continue reading “About Trading With eXimius, When Using Derivatives”
Come già raccontato, con tanto di video in esclusiva di Michele Tanzi (Client Solution Director di Objectway), Trading Online Expo è stato un bel successo, con partecipazione di pubblico numeroso, interessato e competente. Continue reading “Il suggello a Trading Online Expo”
With less than 130 days to the MiFID II implementation deadline there are still industry concerns about the ability of many investment firms to be compliant with all aspects of the regulation.