The MiFID test windows is built into the Client Order entry window. It allows users to create a MiFID tests for customers.
Step 1. Check MiFID terms
It is not possible to create a client order if the customer has not accepted the brokerage MiFID terms. The system allows the trader to go through the customer terms.
Picture: Accept terms
Step 2. Accept terms
The trader can fill out an "Accept terms" form.
Picture: Accept terms
Step 3. Advice Test
The user can go through all the MiFID tests with the customer.
Picture: Advice test
Step 4. Appropriateness Test
Picture: Appropriateness test
Step 5. Suitability Test
Picture: Suitability test