Mensuel de juillet 2022 - Assurances

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ESG MIFID II and IDD: one month to go to for effective suitability assessment – status update
By David SUETENS, Independent Director and Pierre NEMETH, CEO -SOPIAD   With less than one month remaining (August 2nd) we wanted to assess the current readiness of the market for the implementation of ESG MifidII suitability assessment and the Insurance Distribution Directive (IDD) across the different players, including private banks, fund platforms and family offices. One major change for such players will be the need to incorporate sustainability preferences in the overall client suitability assessment. Clearly the expanded Mifid II regime goes above and beyond the SFDR product categorization and shifts the focus to the client demand/input and hopefully resulting client centricity. All these distributors will thus need to combine going forward and assess the...
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