Mystery shopping visits to bank branches: the AMF calls on professionals to improve the quality of client questioning and the presentation of fees
Why this matters
AMF mystery shopping campaign findings on banking advisors' compliance with MiFID II requirements regarding client questioning quality, fee presentation, and regulatory documentation. Informational regulatory update reporting on supervisory findings and calling for industry improvements in conduct practices.
AI-generated classification rationale, not a full analysis. Verify with the original AMF source before acting. Full disclaimer.
What the AMF said
Marketing Disclosure Obligations MIFID Investment advice Mystery shopping visits to bank branches: the AMF calls on professionals to improve the quality of client questioning and the presentation of fees
Published by AMF . Read the full notice at the source for the authoritative text.
Context
Autorite des Marches Financiers (AMF) — France's financial markets regulator. We track 675 updates from them.
French financial markets are regulated by the AMF and ACPR. Browse all France updates.
This update is classified under Consumer Protection / Conduct, Reporting & Disclosure, Banking & Credit and Investment Management.