Recherche
S'identifier

Mensuel de juillet 2022 - Assurances

go back Retour << Article précédent     Article suivant >>


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...
Cette page n'est accessible qu'aux abonnés payants.
Veuillez vous identifier si vous êtes abonnés à la consultation de nos archives.
Nous vous invitons à souscrire un abonnement, ou à prendre contact avec nous.

This page is only accessible to paying subscribers.
Please identify yourself if you have subscribed to the consultation of our archives.
We invite you to take out a subscription, or to contact us.
Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
Bearingpoint
SOCIETE GENERALE Securities Services
Zeb Consulting
Sia Partners
Loyens & Loeff
Stibbe
Lamboley Executive Search
DLA PIPER
Allen & Overy
Mazars.lu
Generali Investements LU
Linklaters
Square management
Pictet Asset Management
Fi&FO
AXA IM Luxembourg
Lpea.lu
Comarch
Castegnaro
Paragon
MIMCO Capital
NautaDutilh
J. P. Morgan
VP Bank
Ernst&Young