The "Target market categories" evaluation
The "Target market categories" evaluation lists the respective target market categories and their characteristics from the target market service for securities. You can find the analysis for securities (also for securities account objects and folders or the securities they contain) in the "Securities analysis" template category. In the open workspaces, you will find the evaluation on the worksheet "Compliance", "Target market categories".
The "Target market categories" evaluation has the following columns:
Column | Description |
---|---|
Category | The defined target market categories for securities:
|
Value [Positive target market] | In this column you can see the individual characteristics of the respective target market category for the securities, e.g. "Risk class 5" for the risk assessment or "Investment advice" for the sales channel. |
Value [Negative target market] | In this column you can see the individual characteristics of the respective target market category for the negative target market for the securities concerned. Beispiel A security with the value "retail client" in the negative target market is not suitable for retail clients. |
Securities | The name of the respective security. The table is grouped according to this column. |
ISIN | The ISIN of the respective security. This column is hidden by default. |