MiFID II, that is going to be enforced from beginning of 2018 after a couple of delays, doesn’t come from nowhere. It’s in fact an answer from the European Commission to the big debt crisis in 2009, when a lot of final users lost confidence and trust in banks, largely because of the opacity of investment proposal and the risk to spend to get bad bonds in exchange. Continue reading “Collaboration and Crafting Software to Help Financial Institutions to Regain Trust and Be MiFID II Compliant”
The way – our way, in our products, like Eximius – to keep Total Cost of Ownership under control is to compute and present the direct costs over a rolling period of twelve months, as we wrote weeks ago. Continue reading “The Mighty Ongoing Charges Figure in the Quest to Fulfill MiFID 2”
The European Commission sent all of us on a new mission with the MiFID 2 regulation: a transparency mission. Everything has to be, or at least should, transparent to the investor. Above all, costs. Continue reading “Total Cost of Ownership and the Rolling Twelve Months”
Common Reporting Standard (CRS) è il nuovo standard globale per lo scambio automatico di informazioni finanziarie tra le autorità fiscali di vari Paesi di tutto il mondo, o quasi. Al momento sono 95 le nazioni che hanno aderito.
Dal 2007 tutti gli operatori finanziari fanno compilare ai propri clienti un questionario per soddisfare il dettato della direttiva europea MiFID (direttiva sui mercati degli strumenti finanziari. La prossima entrata in vigore di MiFID II implica qualche modifica anche per il questionario. Continue reading “Il questionario MiFID II”
There are high expectations about MiFID 2 (Market in Financial Instruments Directive), that is considered one of the most impacting European directive for financial intermediaries, as it considerably extends the range of former directive MiFID 1. Continue reading “MiFID-2: See You on 2018 says ESMA (Maybe)”