Geef uw reactie op onze consultatie modelportefeuilles binnen zelfbeleggen
Why this matters
This is a formal AFM consultation document (deadline 11 November 2026) addressing regulatory treatment of model portfolio services within execution-only (self-directed) investment services. The consultation targets beleggingsondernemingen (investment firms) and covers key boundary questions between execution-only, advisory, and discretionary management—directly affecting how firms structure digital investment services. The AFM has not yet taken a final position, making this a policy-formation exercise with material implications for product design and compliance. The consultation is structured, has a defined deadline, and explicitly invites market feedback on three substantive areas including portfolio modifications during service delivery.
AI-generated classification rationale, not a full analysis. Verify with the original AFM source before acting. Full disclaimer.
What the AFM said
Marktpartijen willen graag meer duidelijkheid over beleggingsconcepten, waaronder automatisch herbalanceren en risicoafbouw bij zelfbeleggen (‘execution only’). De AFM onderzocht onder welke voorwaarden dat zou kunnen; ons consultatiedocument bevat concrete denkrichtingen én mogelijke oplossingsrichtingen. We nodigen…
Extract from AFM . Read the full notice at the source for the authoritative text.
Context
Autoriteit Financiele Markten (AFM) — The Dutch conduct authority for financial markets. We track 79 updates from them.
Dutch conduct supervision of financial markets is carried out by the AFM. Browse all Netherlands updates.
This update is classified under Consumer Protection / Conduct, Authorisation & Licensing, Investment Management and Wealth & Private Banking.