Suitability Engine
MiFID II & AFM Compliant Client Dashboard
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Client Profile
Age
38
Investments (€)
170,000
Expenses (€)
4,500
ESG Preferences
Min Sustainable
20%
Min Taxonomy
5%
Portfolio (ISINs)
NL0011225305 IE00B4L5Y983
Financial Risk
ESG Matcher
Fund
Status
Reason