Example MiFID II Review Report
A more holistic & client-focused review process
Genovo’s second generation review report has been designed to allow you to provide your clients with a more holistic review of their financial affairs and help you:
- Streamline your review process;
- Demonstrate the value of your service to your clients; and
- Fulfil the requirements for regular reporting under MiFID II.
So what’s covered?
Within the report you can provide:
- An update of the client’s circumstances.
- An update on the client’s assets and liabilities.
- A review of the client’s attitude to risk.
- A review of the client’s objectives.
- A review of the client’s cash flow plan.
- A review of the client’s existing investments.
- Ex-ante and / or ex-post charges disclosure.
- A summary of the service provided over the past year.
- Any next steps and action required by you or the client.
- An authority to proceed.
- Relevant product and technical notes in the appendix.
Download your free example MiFID II review report now by filling out the form to the right.
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