+Članak 54. 11.
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Članak 54. 11.
Pri pružanju usluga investicijskog savjetovanja ili upravljanja portfeljem koje uključuju zamjenu ulaganja prodajom instrumenta i kupnjom drugog ili korištenjem prava izmjene u pogledu postojećeg instrumenta, investicijska društva prikupljaju potrebne informacije o klijentovim postojećim ulaganjima i preporučenim novim ulaganjima te analiziraju troškove i koristi zamjene, tako da mogu razumno dokazati da su koristi zamjene veće od troškova.
1. Pregled
1.1 Reference
1.2 Utvrđeni zahtjevi
1.3 Povezani standardi
2. Utvrđeni zahtjevi
3. Povezani standardi
- Builddate: 02.08.2022 00:00:00 -Doknr: CELEX:32017R0565
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