Periodic Suitability Reviews

MiFID II has been in force for over two years and still, we find there is a lot of debate as to how best to approach Periodic Suitability Reviews. There are enough articles and blogs covering this topic in general, and we aren’t looking to rehash old territory. However, we still see discussions on the best approach to cover certain aspects, one of the main ones being costs disclosure. Read more on this from our Lead Paraplanner, Kate Hall in this article from Nucleus.