portfolio management
Defined in Article 4, Directive 2014/65/EU (MIFID II)
Uses as of 07/01/2019
Definitions over time (1)
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01/07/2016 – 31/12/2019 applies on 07/01/2019 Article 4, Directive 2014/65/EU (MIFID II) Scope: Whole act
For the purposes of this Directive, the following definitions apply:
‘portfolio management’ means managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more financial instruments;
Other definitions of this term in this act (1)
Each has its own scope, dates and uses. Open one to see when it applies.
Earlier definition records in this act (1)
Open an entry to see its definitions, dates and uses. Separate scopes and histories are kept intact.
- Article 4(1)(8) Historical · definitions end 17/09/2014
Used in (8 places in 6 provisions on 07/01/2019)
Directive 2014/65/EU (MIFID II) (8 in 6)
Recital 742 · Recital 75 · Article 4 · Article 24 · Article 252 · Annex I