Periodic Suitability Assessment
LIVE
Drafts the periodic suitability report for a discretionary mandate client. The period's reference material (investment profiles, committee minutes, research) is condensed once, then each report is generated from the client's own portfolio. Transactions with no documented basis are flagged to the banker, never dressed up.
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Regulatory Watch
LIVE
Pulls the latest publications straight from the regulators you select (CSSF, ESMA, EBA, AMLA and others), then turns the items you pick into one-page executive summaries: who is concerned, what changes, impacts for Luxembourg institutions, timeline and suggested actions.
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