FIDLEG: Target market profiling (portfolio)

Beispiel

In this example, this is a holder in whose properties the compliance type "FIDLEG" is selected.

In the "Portfolio investment profile" column of the "Target market profiling (portfolio)", the non-FIDLEG criteria in the "Target market profiling" column are marked with gray symbols. This also applies if values are stored in the investment profile of the portfolio for the corresponding categories. These are then also displayed in the "Portfolio investment profile" column, but are not included in the profiling in accordance with FinSA.