Precision English for Suitability Notes: MiFID II Suitability Wording—Client-Facing English That Builds Trust
Do your suitability notes read like marketing copy—or like a clear, testable record a UHNW client and an auditor can trust? In this lesson, you’ll learn to craft MiFID II–compliant, client-facing wording that links profile to recommendation, calibrates risk and costs, and avoids implied guarantees. Expect a modular template, SME-vetted phrasing stems, real-world examples, and concise practice checks so you can write precise, defensible notes—consistently and at pace.
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