MiFID Test Window

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

The user can go through all the MiFID tests with the customer.    

Picture: Advice test