Reduce the risk of business disruption
Straightforward process to commence Electing Up.
Failure to achieve Professional status will impact on the products available to you.
Some Financial Institutions may not be able to transact with Retail clients at all.
Send MiFID II classification requests to all your Financial Institution counterparties
Transmit consistent data in bulk to multiple Financial Institutions.
Avoids time intensive manual form filling.
Know the status of your request at a glance.
Ongoing obligations managed through Automatic Alerts
Validation of data entered against quantitative tests.
Warnings if data becomes stale and requires updating.
Alerts of data changes which may require Financial Institutions to be notified.
Full control of your users and data
User set-up self-determined using cascading permissions from CFO.
Data only sent to Financial Institutions selected by you.
Data updates only sent when you decide.
Management dashboard of classification status and progress of requests
At-a-glance classifications for each key relationship.
Identification of workflow progress.
Defined process for dealing with additional information.
Electronically certify and store key documents and data
Fully compliant and reliable electronic signing of data.
Avoid signing many documents with many Financial Institutions.
Store key documents with full security, accessible by all your users from wherever they are.
Update your critical information as you evolve – meeting your obligations under MiFID II
MiFID II requires LAs to notify Financial Institutions as soon as changes to data could result in a re-classification.
PSLink highlights when these events occur and easily allows a re-transmission of data to your Financial Institutions.
Speed up classification workflow and save your counterparties valuable time
Electronic delivery is the only answer to the mountains of paperwork needed for MiFID II classification.
PSLink delivers a straightforward and transparent solution without losing control of your data.
Future developments include product awareness and research distribution from Financial Institutions
PSLink will evolve into a community of LAs and Financial Institutions.
Financial Institutions will be able to share relevant products and research to their target audience, in an un-intrusive ‘high street’.