Il questionario MiFID II

Questionario MiFID II

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”

If You Don’t Have a Digital Strategy, You Should Have

Following the private ComPeer seminar about digital engagement and strategies we wrote about recently, we had a chance to approach our Chief Business Development Officer, Peter Schramme, and ask him a few questions about the event and his take on digital engagement and strategies in the Wealth Management industry. Continue reading “If You Don’t Have a Digital Strategy, You Should Have”