For many banks, asset managers, and investment advisors, the EU’s revised Markets in Financial Instruments Directive (MiFID II) represents a major challenge. Meeting new EU regulation requirements is often a project that takes months or even years. The subject of compliance is even more difficult for asset managers and investment advisors, who have far fewer technical and human resources.

Corporate Services Limited (CSL), member of the First Advisory Group, has developed two handy solutions for asset managers and investment advisors to implement MiFID II: the CSL Transaction Desk and a dedicated process for MiFID II Investment Advice. Each solution was implemented in three months using Appway technology.

As the project with CSL demonstrates, Appway Platform not only helps medium and large financial institutions react flexibly to the changing regulatory conditions; it also enables solution providers to offer their clients added value through process simplification and lower transaction costs.

Press release

15 February 2018 Corporate Services Ltd. Simplifies MiFIR Transaction Reporting Using Appway Platform as a Foundation. Read More