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IFID opt down or opt up request form Based on the available information, ING Wholesale Banking has categorized you as professional client. You have the right to be placed in one of the other two categories

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How to fill out mifid opt-down or opt-up

01

To fill out Mifid opt-down or opt-up, follow these points:

02

Start by gathering all the necessary information and documents such as your personal identification details, financial status, and investment preferences.

03

Determine whether you want to opt-down or opt-up based on your investment goals and risk tolerance.

04

Contact your financial advisor or the institution where you hold your investments to request the Mifid opt-down or opt-up form.

05

Fill out the form accurately, providing all the required information and indicating your choice to either opt-down or opt-up.

06

Review the completed form to ensure all the information is correct and sign it according to the provided instructions.

07

Submit the filled-out form to the appropriate authority or institution as instructed, either electronically or physically.

08

Keep a copy of the completed form for your records.

09

Wait for confirmation or acknowledgement of your request from the relevant authority or institution.

10

Review any changes made to your investment strategy or portfolio based on the opt-down or opt-up request.

11

Monitor your investments periodically and make adjustments as needed.

Who needs mifid opt-down or opt-up?

01

Mifid opt-down or opt-up is needed by individuals or organizations who want to adjust their current investment strategy or portfolio based on their risk tolerance, investment goals, or regulatory requirements.

02

This may include investors who want to increase or decrease their risk exposure, align their investments with their changing financial situation, or comply with Mifid regulations.

03

Financial advisors or institutions may also require Mifid opt-down or opt-up from their clients to ensure regulatory compliance and provide personalized investment advice.

04

Ultimately, anyone who wishes to make changes to their investments and ensure they are in line with their desired risk level and investment objectives may need to fill out a Mifid opt-down or opt-up form.

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