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Updated on September 29, 2022

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

  1. ‘Investment services' and activities (“core” services) and/or ‘ancillary services’ (“non-core” services) are provided2.


  2. The combination of the following three factors is as per the table below.
    • The Registered address country/Nationality of the customer.
    • The EEA status of the financial institution offering the product.
    • The booking location of the product.

    2 The assumption is that the list of products used by the financial institution contains the MiFID flag.

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