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MiFID II Costs & Charges

Meet MiFID II disclosure requirements

MiFID II has the potential to open up the market and create competitive advantage for firms that are ready. We help our clients meet the overall requirements of costs and charges disclosure under MiFID II and specifically within Article 50.

MiFiD II, ex-ante and ex-post cost and charge disclosure

We help you meet MiFID II costs and charges disclosure requirements and disseminate target market data into your distribution channels to ensure MiFID II compliance.

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Cost & Charges Calculation
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Arrival Price Calculation for Transaction Costs
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EMT Production & Dissemination
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Underlying Fund Cost Look Through
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Ex-Ante Disclosure Production
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Ex-Post Disclosure Production

European MiFID II template

  • Ongoing calculation of cost numbers
  • Production into multiple formats
  • Dissemination throughout your distribution channels
  • Monthly and quarterly production cycles supported

Ex-ante and Ex-post Disclosure Production

  • Ongoing calculation of product level costs
  • Calculation of annualized personalised cost information and the impact of cost on performance
  • Sourcing of underlying product cost data
  • Multi-language support

Video

Asset Management Solutions

See how asset managers can unlock greater potential and engage customers in new ways.

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The future holds amazing opportunities – for those who can embrace this changing world of investor preferences – regulatory needs – and low returns.

How will asset managers unlock greater potential and engage customers in new ways?

It starts with re-thinking the way you operate – by opening your mind to the possibilities of technology – by focusing on your core strengths and investment strategies – then choosing the right partners for everything else.

What if you could create operational alpha – to manage risk – and to lower your costs?

What if you could streamline your middle and back office leveraging a single, operational technology platform that manages everything from portfolio management to reconciliation and billing?

Or service your clients the way they want, when they want – using the latest digital cloud communications and predictive analytics?

Asset Managers rely on our technology and expertise to help them scale so they can confidently adapt to changing market conditions in the future.

Everything we do is for one purpose – to help you adapt and be ready. Ready for next.

How We Can Help

The leader in financial and regulatory reporting.

300+
Financial institutions serviced by Broadridge.
2.9B
Regulatory documents delivered for clients annually.
400M+
Pieces of regulatory communications delivered electronically each year.
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