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IFID II PRESENTATION DOCUMENT BRD GROUP Société Générale S.A. Version 03, applicable as of 11.12.2018Any updating of the Presentation Document will be made available to the clients by displaying

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How to fill out mifid ii presentation document

01

To fill out a MiFID II presentation document, follow these steps:

02

Start by providing general information about your organization, such as its name, address, and contact details.

03

Include a brief description of your company's background and expertise in the financial services industry.

04

State the purpose of the presentation document and outline the key services or products you offer.

05

Provide details about your target market and the types of clients you serve.

06

Explain the regulatory framework under which your organization operates, including any relevant licenses or authorizations.

07

Outline your business model and how you generate revenue.

08

Disclose any conflicts of interest that may arise in the provision of your services.

09

Describe the risk management measures you have in place to protect client interests.

10

Provide information on the fees and charges associated with your services, including any upfront or ongoing costs.

11

Include any additional information or disclosures required by MiFID II regulations.

12

Review the completed presentation document for accuracy and consistency before finalizing it.

13

Once finalized, distribute the document to relevant parties, such as clients, regulators, or auditors.

Who needs mifid ii presentation document?

01

Any financial institution or investment firm operating within the European Union (EU) that provides investment services or activities to clients requires a MiFID II presentation document.

02

This document is essential for compliance with the Markets in Financial Instruments Directive II (MiFID II), which aims to strengthen investor protection and enhance market transparency.

03

It ensures that clients have access to relevant information about the firm, its services, and any potential risks or conflicts of interest.

04

The document is typically required by regulatory bodies and may need to be provided to clients upon request or as part of the onboarding process.

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What is mifid ii presentation document?

MiFID II presentation document is a document that provides information about the services provided by investment firms to clients.

Who is required to file mifid ii presentation document?

Investment firms that fall under the scope of MiFID II regulations are required to file the MiFID II presentation document.

How to fill out mifid ii presentation document?

The MiFID II presentation document can be filled out by providing accurate and detailed information about the firm's services, fees, and related regulations.

What is the purpose of mifid ii presentation document?

The purpose of the MiFID II presentation document is to provide transparency and information to clients about the services offered by investment firms.

What information must be reported on mifid ii presentation document?

Information such as services offered, fees, conflicts of interest, and regulatory disclosures must be reported on the MiFID II presentation document.

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