expert

Definitions over time (1)

18/06/2016 – today applies on 10/11/2026 Article 1, Commission Delegated Regulation (EU) 2016/958 Scope: Whole act

For the purposes of this Regulation, the following definitions shall apply:

‘expert’ means a person referred to in Article 3(1)(34)(ii) of Regulation (EU) No 596/2014 who repeatedly proposes investment decisions in respect of financial instruments and who: presents himself as having financial expertise or experience; or puts forward his recommendation in such a way that other persons would reasonably believe he has financial expertise or experience;

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