MiFID II

Markets in Financial Instruments Directive

The revised Markets in Financial Instruments Directive and associated Regulation (together, “MiFID II”) are EU financial markets legislation that took effect from 3 January, 2018. They have subsequently been ‘onshored’ to the UK, via a combination of legislation made by HM Treasury and rules contained in the FCA Handbook and the PRA Rulebook.

 

MiFID II brought about a comprehensive overhaul of the UK / European market structure and investor protection framework. The scope of application covers UK / EU investment firms, their branches, as well as UK / EU branches of non-UK / non-EU firms, providing MiFID II services and activities to clients for in scope financial instruments (including equities, bonds, UCITs and derivatives). The venues where these instruments are traded will also have to comply with the relevant MiFID II requirements.

 

On this page you will find key documentation, useful links to external resources, along with contact details should you require additional information on MiFID II.

Essential MiFID II Documents for Clients

Please click on the links below to access the required documents.

 

Access our Documents Archive: MiFID II Documents Archive

 

General Terms & Conditions for Business

 

 

BofA Entities

 

 

Policies and Policy Summaries

 

 

Risk Notices

 

 

Costs and Charges

 

 

Market Structure Materials

 

 

Data Protection and Confidentiality

 

 

Electronic Services

 

 

Trading Ideas, Analysis & Research

 

 

Complaints

 

 

FAQs

 

 

Business Unit Specific

 

 

Product Governance - Summary Information

 

Best Execution Reports

To access our best execution reports, please click here

CONTACT US

For any more information on MiFID II please contact your relationship manager

Useful MiFID II External Resources