Q&A MiFID complex and non complex financial instruments for the purposes of the Directive's appropriateness requirements

CESR's 2009 Q&As (CESR/09-559) on which financial instruments counted as complex or non-complex for the MiFID I appropriateness test and execution-only services, covering shares, money-market instruments, bonds and other securitised debt, UCITS and other funds, and the criteria for other non-complex instruments, with a non-exhaustive list. A legacy document predating MiFID II.