#masteringmifid 検索結果
#MasteringMiFID #76 DO check that your collected client information is reliable, accurate, and consistent. Oxford Risk conduct 'noise audits' within firms to assess the consistency of advice holistically, or at a specific adviser level. Find out more - eu1.hubs.ly/H05j-HJ0
#MasteringMiFID #50 DON'T use a profiling tool with unclear, incomprehensible, misleading, confusing, vague, or technical language. Read our blog on why sometimes, not measuring Risk Tolerance badly can be as bad, if not worse, than measuring it at all - eu1.hubs.ly/H050LFC0
#MasteringMiFID #35 DO assess sustainability preferences after general suitability. Find out how Oxford Risk's suitability solutions integrate client sustainability preferences to help European wealth managers meet MiFID II directives - eu1.hubs.ly/H04NZD80 #MiFID #MiFIDII
#MasteringMiFID #49 DO use questions that have been rigorously tested for usefulness and clarity. Discover more about accurately and robustly capturing investor risk suitability in a MiFID-compliant way here - eu1.hubs.ly/H04m5M70 #WealthManagement #FinancialPlanning
#MasteringMiFID #13 DON'T assess Knowledge and Experience by giving a client a list of products and asking which ones they understand. Discover how ESMA are addressing further MiFID poor practice in our latest blog - eu1.hubs.ly/H04h_8y0 #MiFID #FinancialPlanning
#MasteringMiFID #03 Do assess suitability in relation to each client as a whole. Read our new blog for more on how Oxford Risk is addressing the examples of poor practice given in updated MiFID II guidance from ESMA - eu1.hubs.ly/H047p540 #FinancialServices #WealthManagement
#MasteringMiFID #48 DON'T merely disclose information, make disclosures effective. Find out more about how we're helping European firms meet their MiFID obligations, improve client engagement, and increase assets under management - eu1.hubs.ly/H04W5S-0 #MiFID #Finance
#MasteringMiFID #76 DO check that your collected client information is reliable, accurate, and consistent. Oxford Risk conduct 'noise audits' within firms to assess the consistency of advice holistically, or at a specific adviser level. Find out more - eu1.hubs.ly/H05j-HJ0
#MasteringMiFID #77 DO consciously close the gap between the messages you send and the ones your clients receive. Oxford Risk's solutions help firms meet their MiFID regulatory obligations, engage investors, and increase share of wallet - eu1.hubs.ly/H05bjcW0 #MiFID #MiFIDII
#MasteringMiFID #50 DON'T use a profiling tool with unclear, incomprehensible, misleading, confusing, vague, or technical language. Read our blog on why sometimes, not measuring Risk Tolerance badly can be as bad, if not worse, than measuring it at all - eu1.hubs.ly/H050LFC0
#MasteringMiFID #48 DON'T merely disclose information, make disclosures effective. Find out more about how we're helping European firms meet their MiFID obligations, improve client engagement, and increase assets under management - eu1.hubs.ly/H04W5S-0 #MiFID #Finance
#MasteringMiFID #35 DO assess sustainability preferences after general suitability. Find out how Oxford Risk's suitability solutions integrate client sustainability preferences to help European wealth managers meet MiFID II directives - eu1.hubs.ly/H04NZD80 #MiFID #MiFIDII
#MasteringMiFID #49 DO use questions that have been rigorously tested for usefulness and clarity. Discover more about accurately and robustly capturing investor risk suitability in a MiFID-compliant way here - eu1.hubs.ly/H04m5M70 #WealthManagement #FinancialPlanning
#MasteringMiFID #13 DON'T assess Knowledge and Experience by giving a client a list of products and asking which ones they understand. Discover how ESMA are addressing further MiFID poor practice in our latest blog - eu1.hubs.ly/H04h_8y0 #MiFID #FinancialPlanning
#MasteringMiFID #03 Do assess suitability in relation to each client as a whole. Read our new blog for more on how Oxford Risk is addressing the examples of poor practice given in updated MiFID II guidance from ESMA - eu1.hubs.ly/H047p540 #FinancialServices #WealthManagement
#MasteringMiFID #76 DO check that your collected client information is reliable, accurate, and consistent. Oxford Risk conduct 'noise audits' within firms to assess the consistency of advice holistically, or at a specific adviser level. Find out more - eu1.hubs.ly/H05j-HJ0
#MasteringMiFID #35 DO assess sustainability preferences after general suitability. Find out how Oxford Risk's suitability solutions integrate client sustainability preferences to help European wealth managers meet MiFID II directives - eu1.hubs.ly/H04NZD80 #MiFID #MiFIDII
#MasteringMiFID #50 DON'T use a profiling tool with unclear, incomprehensible, misleading, confusing, vague, or technical language. Read our blog on why sometimes, not measuring Risk Tolerance badly can be as bad, if not worse, than measuring it at all - eu1.hubs.ly/H050LFC0
#MasteringMiFID #49 DO use questions that have been rigorously tested for usefulness and clarity. Discover more about accurately and robustly capturing investor risk suitability in a MiFID-compliant way here - eu1.hubs.ly/H04m5M70 #WealthManagement #FinancialPlanning
#MasteringMiFID #13 DON'T assess Knowledge and Experience by giving a client a list of products and asking which ones they understand. Discover how ESMA are addressing further MiFID poor practice in our latest blog - eu1.hubs.ly/H04h_8y0 #MiFID #FinancialPlanning
#MasteringMiFID #03 Do assess suitability in relation to each client as a whole. Read our new blog for more on how Oxford Risk is addressing the examples of poor practice given in updated MiFID II guidance from ESMA - eu1.hubs.ly/H047p540 #FinancialServices #WealthManagement
#MasteringMiFID #48 DON'T merely disclose information, make disclosures effective. Find out more about how we're helping European firms meet their MiFID obligations, improve client engagement, and increase assets under management - eu1.hubs.ly/H04W5S-0 #MiFID #Finance
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