INTERNAL GOVERNANCE AND CONTROL – ON A SIMPLE WAY
Metafore is a modern advisory system that suits all companies that work with financial advice and insurance mediation.
The conditions for financial advisory activities and insurance mediation that require a permit are constantly changing. Finansinspektionen and ESMA are working for a more controlled market through new legislation. This means increased administrative requirements for the companies that operate in the market and increased costs for compliance and risk control. In order to streamline this work, a system support is required that facilitates the control of the entire chain, from customer meeting to control of risk and regulatory compliance.
By using Metafore, management and the board can feel confident that the company’s advisor follows the processes, rules and limits that have been developed, as they are integrated into the system. The management can systematically monitor risks in the advisory services, exposure to markets and instruments and monitor advice.