Assess the underlying, derivative claim, payout and target market against MiFID II categories and national measures.
PRODUCT CLASSIFICATION NAVIGATOR / BETA
Enter characteristics.
Identify assessment paths.
The Navigator separates product mechanics, market structure and target market. It does not provide a legal classification; it shows which questions should be documented and assessed in depth.
Does the user provide a stake or economically comparable consideration?
LIVE ASSESSMENT MAP
Weitere characteristics erforderlich
The result panel updates as answers are entered. Complete all seven characteristics for the full picture.
Assess consideration, opportunity to win and the uncertain event independently of the financial-instrument analysis.
Examine the binary payout, retail target market and specific exemptions under the applicable measure.
Document the counterparty, matching, price formation, exit, settlement and conflicts of interest.
DOCUMENTATION OUTPUT
What a robust assessment additionally requires.
Contract subject and event definition
Complete cash flows and entitlements
Price-formation and matching logic
Resolution source and settlement rules
Target market, access and distribution channel
Governance, surveillance and audit trail