TISA - Tax Incentivised Savings Association - Mifid


The purpose of the MiFID resource hub is to bring together the output from TISA's many MiFID Working Groups which has been created to address issues and provide good and best practice to financial services firms.

MiFID II Working Groups

TISA hosts a number of working groups, bringing together member firms to address particular issues and explore areas where industry good and best practice or other relevant templates and guides may be useful.

Details of the current live working groups areas of focus and firms involved can be found using the below links:


Ensuring MiFID II Suitability & Appropriateness
In this informative one-day course participants will learn about the documentation and processes needed need to safeguard clients and demonstrate high standards to the regulator. For details of scheduled training dates, please click here.

Good and Best Practice Guides, Templates and Useful Information

Click below for template to open in Excel

Slides from TISA Events

MiFID II Seminar - Are we there yet? (26 June 2018)
  1. Andrew Martin, Dunstan Thomas (417 kb)
  2. Mark Sherwin, The Investment Association (645 kb)
  3. Steve Bennett, Distributor Due Diligence Ltd (369 kb)
  4. Michael Wainwright, Dentons (141 kb)
  5. Jeffrey Mushens, TISA (320 kb)
  6. Ghislain Perisse - EWG (350 kb)
  7. EWG - EMT V2 Draft (33 kb)