Protected: Customisable Portfolio Matching System for Financial Advisors

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Notes on Financial Software Engineering for MiFID II-Compliance

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Following a critical discourse analysis of the MiFID II financial regulation, here are some notes for the industry tackling the issue of Financial Software Engineering for Investment Suitability and Reporting Quality. This is my own reading of the regulation and how … Continue reading

Protected: Risk-Profiling for MiFID Compliance – Defining Investment Horizon and Proof of Investment Suitability

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