Financial professionals need a way to easily share internal research notes and record certain interactions to maintain compliance with specific regulations, including MiFID II. Bloomberg's Outlook add-in makes it easy to publish short notes to share with your team and streamline the regulatory compliance process.
Leverage Bloomberg’s Outlook add-in to record and keep historical and upcoming interactions from your calendar, along with other important information, including the relevant quality evaluation, participants and comments.
NOTE: You must be a Bloomberg Anywhere subscriber, and have a Bloomberg biometric authentication device (B-Unit) to use this service.
If you are not yet a Bloomberg Anywhere customer and would like to be connected to the preeminent information source for the world’s most influential business leaders, please visit http://www.bloomberg.com/professional/ to find out more about the BLOOMBERG TERMINAL® service.
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