You are here: Home / Solutions and Markets / Transaction Tax Manager / MiFID II / Research Meritsoft MiFID II Module Prepare your settlements, tax and brokerage processes for MiFID II regulations MiFID II reporting obligations are live. With far reaching impacts on the European securities markets, investment firms are finding ways to manage and process research billing. What you need to know about MiFID II Research reporting obligations The ultimate aim of MiFID II is to improve investor protection. As such it is introducing robust reporting requirements to encourage greater transparency pre and post-execution. Confidently respond to challenges posed by MiFID II and obtain competitive advantage Reduce increased workloads, costs and risks arising from MiFID II with a FINBOS workflow module specifically configured to meet MiFID II reporting requirements. Keep track of cash flows Enhance transparency of cash management and cash flows (receivables and payables) between counterparties. Get easy access to: – Itemised invoicing detailing corporate access. – Brokerage fees. – Charges. – Taxes. Have the transparency you need to meet MiFID II reporting requirements The FINBOS MiFID II module features: Highly flexible reporting/statement and MI capabilities. Auditing functionality. Document management capabilities. Fully integrate FINBOS MiFID II with your preferred infrastructure Know that the FINBOS MiFID II module integrates with existing sales, marketing and research solutions. Furthermore, it stores additional relevant data so that you can provide transparent, compliant and detailed invoicing and statements for your clients. Simple, straightforward integration Be confident in the knowledge that you can prepare your settlements claims, tax and brokerage processes for existing and forthcoming regulations. The FINBOS MiFID II module is straightforward and easy to implement. It requires no upfront IT investment and will fully integrate with your preferred infrastructure. Furthermore, workflows are future proofed for further changes in legislation. Have Questions? To learn more about our FINBOS MiFID II solution please Contact Us now. Follow Meritsoft’s continued progress Join the list of capital markets experts who benefit from Meritsoft knowledge and advice as soon as it’s published Follow us on Linkedin Meritsoft Company Visit the Meritsoft Linkedin Company page to learn about forthcoming updates Learn how operations benefit from FINBOS The award winning platform from Meritsoft Contact Meritsoft or visit our Case Studies Terms & Conditions Privacy Notice Disclaimer Copyright Awards 2014 & 2015 Entrepreneur of the Year Products FINBOS Platform 871m Tax Manager MiFID II / Research Claim Manager 305c Tax Manager Financial Transaction Tax Manager Company About Case Studies Contact Address Dublin (Head Office) Eagle House, 16 Wentworth, Eblana Villas, Dublin, D02 HV08, Ireland Tel: +353 (1) 676 6311 Address London 4th Floor, Block A, 6/7 St Cross Street, London, EC1N 8UB, United Kingdom Tel: +44 (203) 865 4641 New York 55 Hudson Yards, 26th Floor, New York, NY 10001, United States Tel: +1 (914) 306 3572 © Copyright Meritsoft 2020, Terms & Conditions