Article Details
Retrieved on: 2018-03-07 20:11:15
Tags for this article:
Click the tags to see associated articles and topics
Excerpt
<div>Shropshire-based Pi Financial's 100-plus advisers and 150-strong back office staff will use Dynamic Planner to support with investment processes and suitability requirements under the second Markets in Financial Instruments Directive (<b>MiFID</b> II). The IFA said the software was selected as part of a ...</div>
Article found on:
This article is found inside other hiswai user's workspaces. To start your own collection, sign up for free.
Sign UpAlready have an account? Log in here