Logo ABI
Home » Activities » Retail » Retail finance » Guide to providing consultancy services to retail investors

Guide to providing consultancy services to retail investors

The objective of this initiative is to draft a “Guide to providing consultancy services to retail investors" which is designed to provide an immediate overview on consultancy service post-MiFID, on its legal classification and its operational characteristics. This initiative is composed of drafting a standard text with sufficiently clear and direct language for retail customers and the preceding set of meetings with banks, aimed at collecting opinions, remarks and agreement from the industry.

  •  
 

Agenda Europea

 

News from Brussels

 

Press releases

 

ABI's view

 

Financial Press

 

Document Collector

Your Document Collector not contains documents

What is it