MiFID II: Appropriateness testing

Chris Selden - Associate Director of Compliance explains the changes firms may face in relation to appropriateness testing proposed under MiFID II.

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Learn more about how IFDS Business Intelligence Solutions can provide the insight you need.

Environment Awareness

Find out more about our environmental management practises within the UK.

IFDS Investor Portal

Learn more about how our Investor Portal can assist in retention and acquisition of D2C investors as well as helping reduce costs.

Paul Roberts - CEO - Funds at ITAS 2014 Conference

Paul Roberts interview at the International Transfer Agency Summit discusses main regulatory drivers impacting transfer agency.


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