Bringing Transparency Through MiFID II

12 Jul 2017
Company
Date submitted
12 Jul 2017
Resource type
Best practice
File type
pdf PDF file (100.4K)
The January 2018 deadline is quickly approaching for asset managers to calculate and deliver the new fee data required by MiFID II for their investment products. At the same time, advisory firms are determining how to source this data and how they’ll report it to their clients, particularly in pre-sale
conversations.
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