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

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