Chris Jones – Dynamic Planner Proposition Director – answered questions on MiFID II suitability requirements in a live, one-hour chat hosted by Paraplanners Powwow.

Chris spoke with Paraplanners Powwow founder and show host Richard Allum, and fielded questions from a lively audience, who registered for the event.

 

powwow, Discussing Suitability and MiFID II

 

The discussion encompassed changes in the nature and timing of suitability reports; fee disclosure, particularly in a bear market; client understanding; and the value of reports, among many other topics and issues. Watch the replay here