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DocuSign Envelope ID: 53FD818649AF43D8BF87CB123BBF0CF6PRICING SUPPLEMENTNo. 1387MIFID II product governance / Professional investors and ECPs only target market Solely for the purposes of the manufacturer\'s

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How to fill out mifid ii product governance

01

Identify the target market for the financial product.

02

Define the intended customer’s characteristics, needs, and objectives.

03

Conduct a product risk assessment to determine the suitability for the target market.

04

Ensure product design aligns with identified target market characteristics.

05

Document the product governance process, including decisions made and rationale.

06

Implement monitoring mechanisms to assess product performance against target market needs.

07

Review and update the product governance documentation regularly to ensure compliance.

Who needs mifid ii product governance?

01

Financial firms offering investment products to retail and institutional clients.

02

Compliance officers ensuring adherence to MiFID II regulations.

03

Product developers in charge of creating and managing financial instruments.

04

Marketing teams promoting investment products to specific customer segments.

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What is mifid ii product governance?

MiFID II product governance refers to the framework established under the Markets in Financial Instruments Directive II that guides firms in the design, marketing, and monitoring of financial products to ensure they meet the needs of clients and customers.

Who is required to file mifid ii product governance?

Investment firms, asset managers, and any financial institutions involved in the creation, distribution, or marketing of financial products are required to file MiFID II product governance documentation.

How to fill out mifid ii product governance?

Filling out MiFID II product governance involves several steps, including defining the target market, assessing the needs of clients, ensuring compliance with regulatory requirements, and documenting the processes in place for product governance.

What is the purpose of mifid ii product governance?

The purpose of MiFID II product governance is to ensure that financial products are designed and distributed in a way that serves the best interests of clients, promoting fair treatment and preventing mis-selling.

What information must be reported on mifid ii product governance?

Information required for MiFID II product governance includes details about the target market, distribution strategy, product design considerations, and ongoing monitoring procedures to assess the product’s performance and suitability for its intended clients.

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