MiFID II & Pension
I have a question regarding MiFID II and what importance it has on clients with investments held within a pension.
We are currently in the process of producing reports for all of our clients, however i have recently seen some research carried out by the Lang Cat regarding ex-post disclosures. While it seems that most platforms will be issuing ex-post disclosures for all wrappers, it appears that a number of them, including Aviva & OMW will only be covering ISA's and GIA's.
This has now made me question whether we need to issue reports to our clients who only hold pension investments with us.
Can anyone shed some light on this?