Valuation Report - MiFID Requirements

Posting for Qi Financial @Jane Dearing @Tracy Sansom & co. Need more detail on charges and performance to meet MiFID requirements. Otherwise you might as well just pull the data off each platform individually. Valuation report not currently solving any problems, nor adding value.

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Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Valuation report

Date

10 months ago

Author

Abi Hortin

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