MiFID2 client categorisation.

  • MiFID 2 requires financial institutions to categorise their clients as either retail or professional in order to continue trading with them.

  • Our MiFID2 categorisation platform is an enterprise-grade solution that automates that process for UK local authorities and banks.  Read more about it here.

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  • Simplify and automate the entire process.

  • Digitally collect the required information and approve it internally.

  • Transmit information securely to selected external parties.

  • Cut compliance cost

  • Resubmit updates with ease.

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MyDocSafe - digital signature workflow

Key features

  • Fully configurable platform that can be used for any type of professional clients.

  • Electronic signature, e-forms, contract templates built-in

  • Business development opportunities for financial institutions via internal marketplace

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MyDocSafe - digital signature workflow

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