MIFID II costs and charges disclosure



  • Giving the client the illustration is providing them with the information?

    As I said, aggregate the provider's numbers (where they contain all the cost elements) into your report and provide them with the illustration. Unless you think your calculations are better than the platform's (which for Aviva, for example, they might be!)

    Benjamin Fabi FPFS
    Chartered Financial Planner

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