ESG MiFID II and IDD : one month to go to for effective suitability assessment – status update

An article from Agefi Luxembourg

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. Distributors will thus need to combine going forward and assess the fund product data from their fund providers and the data resulting from their enhanced ESG client suitability assessment.

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