Example MiFID II Review Report

A more holistic client-focused review process

Genovo’s second generation review report has been designed to provide a client with a more holistic review of their financial affairs and will enable you to:

  • Streamline your review process;
  • Demonstrate to your clients the value of your service; and
  • Fulfil the requirements for regular reporting under MiFID II.
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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