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Date: February 2008

JPSA MiFID Project Case Study

In November 2006 an Investment Management company with over $100 billion in global Assets under Management approached a number of consultancies to discuss MiFID and its impact on their business. They chose JPSA to take part in the tendering process because of the mix of experienced personnel, detailed business knowledge and our clear ability to work seamlessly with existing staff.

Project Initiation
Having selected JPSA to lead the MiFID project the work began with a fixed price profiling process and a detailed health check. This process involved taking focussed input from all areas of the Firm impacted by MiFID to build an accurate picture of what areas would need to be changed or updated due to the new legislation. At the end of this phase all of the information captured was delivered back to the Client with suggestions for the next stage of work required.

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