MiFID II reporting obligations are live. With far reaching impacts on the European securities markets, investment firms are finding ways to manage and process research billing.
What you need to know about MiFID II Research reporting obligations
The ultimate aim of MiFID II is to improve investor protection. As such it is introducing robust reporting requirements to encourage greater transparency pre and post-execution.
Confidently respond to challenges posed by MiFID II and obtain competitive advantage
Reduce increased workloads, costs and risks arising from MiFID II with a FINBOS workflow module specifically configured to meet MiFID II reporting requirements.
Keep track of cash flows
Enhance transparency of cash management and cash flows (receivables and payables) between counterparties.
Get easy access to:
– Itemised invoicing detailing corporate access.
– Brokerage fees.
Have the transparency you need to meet MiFID II reporting requirements
The FINBOS MiFID II module features:
Highly flexible reporting/statement and MI capabilities.
Document management capabilities.
Fully integrate FINBOS MiFID II with your preferred infrastructure
Know that the FINBOS MiFID II module integrates with existing sales, marketing and research solutions.
Furthermore, it stores additional relevant data so that you can provide transparent, compliant and detailed invoicing and statements for your clients.
Simple, straightforward integration
Be confident in the knowledge that you can prepare your settlements claims, tax and brokerage processes for existing and forthcoming regulations.
The FINBOS MiFID II module is straightforward and easy to implement. It requires no upfront IT investment and will fully integrate with your preferred infrastructure.
Furthermore, workflows are future proofed for further changes in legislation.
To learn more about our FINBOS MiFID II solution please Contact Us now.
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