In the "Data entry" subactivity, you record the MiFID-relevant client data and create the corresponding report.
-
Client profiling - Record - Start page -
Client profiling - Record - Basic data -
Client profiling - Record - Investment objectives - Structured entry -
Client profiling - Record - Investment objectives - Self-assessment -
Client profiling - Record - Select risk class -
Client profiling - Record - Financial situation -
Client profiling - Record - General data of participant -
Client profiling - Record - Knowledge and experience -
Client profiling - Record - Minutes -
Customer profiling - Record - Manage attachments -
Client profiling - Record - Complete