Out-of-the-box, CLM triggers the displaying of the EMIR questionnaire when:

1. The product selected is EMIR eligible³

   and

2. The fields about the EMIR products being displayed in the ‘Regulatory details’ step within Enrich stage are answered in a certain way.

The EMIR questionnaire can also be further configured to apply or not apply considering from a jurisdictional point of view both the status of the financial institution offering the product and the customer type as per the following table:

³ The assumption is that the list of products used by the financial institution contains the EMIR flag.