This briefing will be led by Jeffrey Mushens, the TISA lead on MiFID II and will be based on the market standard TISA good practice guide.
A Chartered Accountant, Jeffrey Mushens has over 40 years’ experience in the City with strong business expertise in four areas, namely; investment trusts, executive responsibility for retail fund management business, implementation of new regulations for financial services businesses and of industry good practice guidance, and relationships with regulators, Government and government departments.
Currently Technical Policy Director for TISA, Jeffrey’s responsibilities are focussed on the implementation of regulatory and technical changes, the development of industry good practice guidance for firms and technical solutions to financial services issues.
Previously Jeffrey was a member of M&G’s Executive Committee and a main Board Director, setting the strategic direction of what was a public company with a high profile in the retail investment market. Jeffrey has run his own investment company and also worked for a number of investment banks.
Jeffrey has led the MiFID II work at TISA since 2015, including the development of 5 industry Good Practice Guides, including the Approach to Implementation of MiFID II Costs & Charges