How do I amend or reset the MiFIR form?

AMEND MiFIR REPORTING INFORMATION

Use the button above to update or follow the below procedure to amend your MiFIR reporting information.

Individual accounts can amend MiFIR information as follows:

1. Log in to Client Portal.
2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
3. Under Account Settings find the Account Profile section

4. Click the Profile you would like to edit.
5. Profile information appears on a series of screens. The MiFIR section will appear. Modify information as required, clicking CONTINUE to advance through the screens.
6. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
7. Click OK.

Organization accounts can amend MiFIR information (LEI) as follows:

1. Log into Client Portal.
2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
3. Under Account Settings find the Account Configuration section

4. Click the Mifir you would like to edit.
5. Make your election and confirm by following the prompts on the screen.

Please Note

• The MiFIR Information form requires to enter an ID based on your Primary Citizenship and not based on your Country of residency (e.g. an Italian or Spanish citizen living in Argentina needs to enter the required Italian or Spanish ID).

Additional Information

• When is an LEI required?
• Users' Guide: MiFIR Registration
• Knowledge Base: Overview of MiFIR Transaction Reporting
• If your intention is to no longer be subject to MiFIR reporting, please review What is required to eliminate the need for an LEI and MiFIR (MiFID II)?