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Reminder of the regulations liable to apply to websites offering assistance in the investment decision-making process
Reminder of the regulations liable to apply to websites offering assistance in the investment decision-making process
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08 June 2020
Study of the rules implemented by banks for matching client profiles with products as part of an investment advisory service
Study of the rules implemented by banks for matching client profiles with products as part of an investment advisory service
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Deferred Settlement Service (SRD): when duly warned clients invest at their own risk - February 2020
Deferred Settlement Service (SRD): when duly warned clients invest at their own risk - February 2020
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The challenge of recommending a suitable financial product for the client's specific situation
The challenge of recommending a suitable financial product for the client's specific situation