MiFID II

MiFID II (the second iteration of the Markets in Financial Instruments Directive) arrived on 3 January. This page takes a closer look at how the directive affects UK financial advice firms and what you can do to be compliant, as well as what we have updated in Intelligent Office (iO) in response to MiFID II.

Overview

This page is dedicated to collating relevant information about MiFID II. We will be updating it with more papers, fact sheets and blogs. 

Nine things financial advisers need to know about MiFID II

GDPR 10 things financial advisersneed to know

What do financial advice firms need to be aware of with MiFID II? Our paper explores some of the headline acts.

 

 

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MiFID II Working Group
paper

GDPR financial advisor survey

Intelliflo established a Working Group to discuss and understand MiFID II from the perspective of UK financial advisers. 

 

 

See findings here

Do MiFID II and GDPR contradict one another?

GDPR financial services help

MiFID II in January then GDPR in May; but do the two contradict one another? 

 

 

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Brexit will not save you from MiFID II and GDPR compliance

MiFID II is a piece of European Union legislation and with the UK set to be leaving the bloc in 2019, there is a misconception that Brexit will save firms from having to comply with EU legislation such as MiFID II and GDPR.

 

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