FIDLEG: Portfolio rebalancing
The FIDLEG settings are also taken into account in portfolio rebalancing. The categories not used for profiling - in this case, for example, the non-FIDLEG categories - are ignored. Corresponding information appears in the notes.
In addition, the pre-trade variants for target market profiling "Target market profiling report (pre-trade)" and "Target market profiling (pre-trade)" in the portfolio rebalancing also take into account the FIDLEG explanations for the corresponding post-trade variants.