MiFID II - fund switches and top-ups

We are currently experiencing a high volume of calls in relation to whether a suitability report and the disclosure of aggregated costs and charges are required for fund switches or top-ups to existing investments.

*Important re aggregated costs and charges for fund switches and top ups

If you’re not a client, to read this content you must sign up or a free guest account

Clients of threesixty are kept up to speed with the latest regulatory, industry and technical developments via our regular news and opinions articles.

As well as being updated via the articles we publish to threesixty online, clients can specify to us what type of articles they want to receive (by category) and how frequently they receive them.

To try this service, simply register your details with us and we'll give you 3 months free and unlimited access to our news and opinions.