Target market definition is an important part of European financial market regulation, enshrined in the MiFID II Directive. The target market definition helps providers of financial instruments to identify the target groups for their products and to ensure that their offerings are suitable for these groups.
The negative target market for CFDs and currencies includes individuals who, due to their age, income or financial knowledge, are unable to adequately understand and evaluate the risks of these financial instruments. In particular, this group includes inexperienced investors who may enter trading CFDs and currencies as a result of marketing campaigns or recommendations.
It is important that providers of CFDs and currencies ensure that their offerings are not directed at this negative target market and that they take appropriate measures to protect this market. This includes, for example, the use of warnings and limiting leverage to an appropriate level.
The following aspects should also be considered when defining the target market for contracts for difference and currencies: Investment Objectives: Providers of CFDs and currencies should ensure that their offerings meet the investment objectives of their target audience. This includes, for example, a focus on short-term speculation or long-term investment. Financial situation: It is important that providers of CFDs and currencies take into account the financial situation of their target group. This includes taking into account income, assets and liquidity. Experience and knowledge: CFDs and currencies providers should ensure that their offerings are suitable for the experience and knowledge of their target audience. This includes, for example, taking into account trading experience, knowledge of financial markets and risk assessment skills. Needs and expectations: CFD and currency providers should ensure that their offerings are appropriate for the needs and expectations of their target audience. This includes, for example, consideration of investment objectives, risk tolerance, and the need for flexible trading options.
Target market definition is an important aspect of financial instruments regulation, ensuring that offers are adapted to the needs and knowledge of the target group. The legal basis for this is the MiFID II Directive, which was issued by the European Union. The MiFID II Directive requires providers of financial instruments to take appropriate measures to ensure that their offerings are adapted to the needs and knowledge of their target group.
As of April 2023