9.5.2. How to Configure the Service Type

Similar to instrument type, there are financial services that are inherently riskier than others (for example, it is less risky to act on the orders of a client, than it is to advise them, as it is easier to document a client’s orders than it is their understanding of an advice.

In any case, the configuration of this parameter is done through the following screen, reachable by clicking the “Service Type” tab:

image-20240503-123431.png

Here too, simply change the weighting as you see fit, according to your policies and professional judgement.