In what circumstances should material received by a firm providing independent investment advice or portfolio management services be considered a minor non-monetary benefit under Article 12(3) of the MiFID II Delegated Directive rather than research?

What approach should a firm take to research provided from another group entity?

Can investment firms accept research from third country providers that are not subject to the MiFID II requirements?

How should an investment firm deal with unrequested research that is provided free of charge?

Where RTS 28 Article 3(3) requires a summary of the analysis and conclusions from a firm’s execution monitoring, does this require a separate summary for each class of financial instruments, or would it suffice to provide a consolidated summary covering all classes of financial instruments?