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Commission Management & MiFID II

Commission Management & MiFID II

Commission Management & MiFID II

Understanding impact of latest regulatory changes on joint payments in UK , EU and US


Adopting Joint Payments (CSAs) cost / benefit analysis


Ongoing Client Strategy / CRM

 

Execution rates and Research valuation & budgeting


CSA aggregation

 

Legal agreements review (CSA / RPA / SPA)

 

Research and client profitability analysis

Front Office Controls

Commission Management & MiFID II

Commission Management & MiFID II

1st Line of Defence Risk Assessment and Control Assurance


a) Reviewing Policy and Procedures Documents


'Kicking the tyres' of your policies &  procedures  to ensure they are adhering to current regulatory obligations and in line with your op risk management framework.


b) Reviewing Control framework, including taxonomy, monitoring and reporting


c) RCSA review

    - Writing and reviewing risk assessment, control monitoring and testing.


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