Customer Overview
There is a new tab on the customer overview called MiFID-ll Customer Protection where you can update the customer target market profile and knowledge.
In order for the customer to be able to trade must at least investor type and knowledge group be filled in.
Enter the information and click Create to save the information.
| Setting | Description |
|---|---|
| Customer | Name of the user |
| Investor type: | Retail, Professional and Eligible Counterparty. |
| Knowledge and Experience: | |
| Ability to Bear Loss: | |
| Risk Tolerance PRIIPS: | |
| Risk Tolerance UCITS: | |
| Risk Tolerance Other: | |
Knowledge: |
When the right information is entered and we saved the information the checkbox Has Customer Protection will be checked. (Customer overview > Details)
