News & Blog

Suitability & Appropriateness, practical guidelines for MiFID II (PwC)

Harmoney helps financial service providers to be MiFIDII compliant in the space of suitability and appropriateness. We have quite an extensive library on the topic and are happy to share (y)our thoughts with a good coffee. But if you want a quick read on the regulatory challenges our platform is delivering a solution for: here’s an executive summary we made of an interesting whitepaper by PwC.