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vendredi 8 septembre 2023
 
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MiFID II ESG & IDD: A Look Back at 2023 and Strategies for 2024
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By David SUETENS, Independent director and Pierre NEMETH, CEO SOPIAD
The intersection of financial industry and sustainability has never been more prominent than last year. This represents a constantly evolving landscape, marked by regulatory changes that shape the way financial institutions (banks, insurances, independent Financial Advisors, etc.) operate and serve their clients.
MiFID II (Markets in Financial Instruments Directive II) and IDD (Insurance Distribution Directive) are such regulations that significantly impacted European financial institutions a year ago, as sustainable preferences now have to be integrated in financial product’s suitability assessment. These directives, initially...
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