/Platforms

Advised platforms and MiFID II disclosure

What are advised platforms actually doing to meet MiFID II ex-post disclosure, requirements?

Much has been said about the thorny subject of MiFID II ex-post disclosure, but what are advised platforms actually doing to meet the requirements?

We figured the simplest thing was to ask them,so that’s what we did.

Specifically we asked about the scope of each platform’s ex-post report, how it’s being sent, when clients can expect it to drop into their inbox/letterbox and lots of other points which we hope will prove both useful and relevant.

Please just add this document to your cart – it’s free and you are free to use the data it contains as long as you credit the lang cat as the source.

/ Additional reports

The Advice Gap 2024

The study blends research from 2,000 consumers and over 200 advice professionals on the lang cat’s advice panel. 

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.