Presented during the plenary session of the Fund Forum International in Monaco by José-Benjamin Longrée, Deputy CEO of CACEIS, CACEIS's new report on the industry's relationship with the individual investor is now available in electronic format.

The 2007-2009 crisis was a crisis of confidence, and much has been written about the loss of investors’ confidence. Although the European financial services industry is a mature, diverse and highly regulated market, the events of the last two years have served to highlight certain industry weaknesses and accelerate the need to re-evaluate the current model of providing advice on investment products to clients, especially individual investors. This paper examines the current method and process by which advice on investment products is provided and outlines various recommendations for the industry to improve the quality of advice in order to give investors the right financial solutions for their needs.

Download the document (in English).