+Article 52 5.

Article 52 5.

Investments firms providing a periodic assessment of the suitability of the recommendations provided pursuant to Article 54(12) shall disclose all of the following:

(a) 

the frequency and extent of the periodic suitability assessment and where relevant, the conditions that trigger that assessment;

(b) 

the extent to which the information previously collected will be subject to reassessment; and

(c) 

the way in which an updated recommendation will be communicated to the client.

1. Vue d’ensemble

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1.1 Références

1.2 Exigences identifiées

1.3 Normes associées

2. Exigences identifiées

Exigences

3. Normes associées

Normes