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MiFID II information

MiFID II opt up supporting documentation


The Markets in Financial Instruments Directive (2014/65/EU) (MiFID II) has changed the status of Local Authorities to Retail clients.  As this would affect the investments Bedfordshire Pension Fund makes, the administering authority has chosen to opt up to Professional Status with its investment managers.  This process has been successful and, in the spirit of transparency, the supporting documents for the opt up process are available here.   


Training review (Word, 60KB)


Training agenda (PDF 261KB)


Status assessment questionnaire (Word, 5KB)


Training needs questionnaire (PDF 253KB)