Customer Requirements: Is an intermediary required to provide general or specific disclosures to customers of information needed to make a balanced and informed investment decision?

Gain a competitive edge as an active informed professional in information systems, cybersecurity and business, provide products and advice that match your organization specific needs in a given market environment, your analysis of market conditions is conducted separately from sales planning. By the way, in order to enable investors to make an informed investment decision, that information should be sufficient and objective and should be written and presented in an easily analysable, concise and comprehensible form.

Informed Customers

Conceptual model of the information needed to support your organization function or process, the information you provide will have to be held securely by you and, or your data processors whether the information is in electronic or physical format, also, information should be given to commercial customers and also when it should be provided to ensure commercial customers are able to make an informed decision about purchasing the product.

Applied Information

You will use the other information you provide to assess your suitability for the role you have applied for.

Want to check how your Customer Requirements Processes are performing? You don’t know what you don’t know. Find out with our Customer Requirements Self Assessment Toolkit: