Programme Management – MiFID

A major European Investment Bank

  • Planned the end-to-end classification and communication programme and worked with the bank to secure the required resourcing.
  • Ran the design authority for the processes and software required to support the classification regime
  • Oversaw the process documentation and software build.
  • Managed the operational execution of the programme using on-shore resources in London and off-shore resources in India.

The Client

A major European Investment Bank.

The Challenge

The Solution

The Outcome

The programme to classify all clients and issue new terms of business was successfully completed by the 1 November 2007 deadline.