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Welcome, Jacob

Content Mgmt. Legal & Compliance Data, SME

Recent

MiFID II suitability review

2 days ago · 45 min

Key takeawayAgreed to tighten appropriateness checks for structured products; Lena to draft addendum by Fri.

FATCA reporting handover prep

last week · 30 min

Key takeawayMapped 4 single-owner clusters that must be signed off before Jacob departs.

SFDR Art. 8 disclosure sync

2 weeks ago · 60 min

Key takeawayMarketing wording aligns with prospectus; PRIIPs KID footnote still open with Compliance.