MIFID II Transaction Reporting “Data Management and Data Protection Challenges”

Pen, Euro, Calculator, Paper

On 29 September 2015, the European Securities and Markets Authority (ESMA) submitted to the European Commission a package of final regulatory and implementing technical standards regarding Directive 2014/65/EU (MiFID II) and Regulation (EU) No. 600/2014 (MiFIR). Continue reading “MIFID II Transaction Reporting “Data Management and Data Protection Challenges””

In Business, Sharing Is Called Collaboration

Writing means sharing. It’s part of the human condition to want to share things — thoughts, ideas, opinions. (Paulo Coelho)

Alberto CuccuThe old Japanese proverb none of us is as smart as all of us suggests that teamwork and collaboration yield better results than the solo contribution of even the most brilliant individual. That’s why I am excited about our new Talk In blog. I’m looking forward to hearing the insights of the collective Objectway community.

Alberto Cuccu
Chief Product Officer Objectway

Retailisation: software supporting sales processes is going to change

Retailisation

Concerning the initiatives that protect retail customers, the communication released by CONSOB on the 22nd of December 2014 brought forward a number of MIFID 2 elements for early enactment. In particular, the CONSOB text strongly regulated the retailisation process, that is the distribution of investment products to retail customers that were previously intended only for institutional or professional investors. Continue reading “Retailisation: software supporting sales processes is going to change”

It’s the little things that sometimes end up meaning the most

The only thing to do with good advice is to pass it on. It is never of any use to oneself.

Peter SchrammeThese were wise words of Oscar Wilde back in the late nineteenth century. However, even in our digital era, they still are very much up-to-date. This same spirit underpins our new Objectway blog. Welcome!

We would love you to share your viewpoints, insights, concerns, practices, mindsets and snippets on our mutual business… as it will enlighten, inspire and trigger some else in our community.

Little things, little thoughts are sometimes valuable input for others. And vice versa, they can be for you as well. Thanks a lot for your active contribution to and active reading of this brand new blog.

And by the way, Share your knowledge. It’s a way to achieve immortality. Something every one of us aspires to, no?

Peter Schramme
Chief Business Development Officer Objectway

MiFID II and Consumer Cost Reporting in European Wealth Management Market

Total Cost of Ownership

What’s the impact of the introduction of MiFID II and MiFIR on consumer cost reporting in the European wealth management market? Are you already compliant? Upcoming regulations require direct and indirect costs in consumer reporting. The Total Cost of Ownership principle aims for clear cost reporting and covers both regulatory and consumer requirements for cost transparency. Continue reading “MiFID II and Consumer Cost Reporting in European Wealth Management Market”