We are attending IIR’s conference dealing with the MiFID II directive on the 3rd October in Budapest. The conference will focus on the questions relating to the new directive coming in 2018. Its main aim is to help the preparation of the compliance. The topics to be covered are relating to investor protection, incentives, reporting obligations and supervisory roles. At the conference topics will be discussed such as how the customer service will change and what are the needed IT developments.

In our presentation we are going to share our experiences about the MiFID II compliance which we gathered throughout the implementation of our Wealth Management Platform. We are working on our platform for the last three years and we devoted a lot of time to be experts in the MiFID II directive and to include all the necessary features in our platform. Our MiFID II expert, Dóra Tajthy will be presenting the most important points to be covered and dealt with and also the solution we found for them such as:

  • MIFID Test – Appropriateness & suitability
  • Face-to-face conversations
  • Reporting & information to clients
  • Inducements (non-independent advice) and quality enhancements

If you want to be a part of this discussion, come and join to our presentation at the Gundel Restaurant on the 3rd of October! See you there!

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Dorsum is proud to benefit from the European Commission’s Brexit Adjusment Reserve.
Learn more about our project aimed at aligning our Wealth Management Suite to the UK market. (Hungarian content)