Product Overview

MiFID II

Confinale is the official Special Service Partner of Avaloq for the implementation of the IT-relevant components of MiFID II and has a specialised MiFID team that has already supported the implementation of MiFID II at various banks in Germany and abroad. In addition to our business and technical expertise, we also have highly experienced project managers who can provide you with optimum support in the planning and implementation of your MiFID project.

The IT-relevant requirements of MiFID II are extremely complex and include in particular the following elements:

  • Client Profiling
  • Documentation obligations
  • Suitability & Appropriateness
  • Target Market Concept
  • Product interventions
  • Ex-Ante Information
  • Ex-Post Information
  • Best execution
  • Authority reporting

With our MiFID II service package, your entire project or individual elements thereof are in good hands. The service package includes:

  • Project planning and management
  • Analysis and specification of MiFID II elements
  • Implementation of the specified solution including connection to third-party relevant documents (PRIIPs, KID, KIID, etc.)
  • Test support and operational handover (incl. final documentation and training of end users)

Contact person:

Pascal Inauen
Manager

Contact now

Detailed information

Further information on our solutions for implementing the requirements of MiFID II can be found in our factsheet