FAI ComplyJun 7, 20231 minC578: ESMA35-43-3565 - Guidelines on certain aspects of the MIFID II remuneration requirementsC578: ESMA35-43-3565 - Guidelines on certain aspects of the MIFID II remuneration requirements
FAI ComplySep 28, 20222 minAssessing ESG Data for Suitability & AppropriatenessAs with other financial products, assessing the data for ESG investing on a client basis would follow the standard five categories.
FAI ComplySep 21, 20222 minESG Data: How Investment Firms Can Collect Client Sustainability PreferencesSustainability related provisions under MiFID and IDD DAs came into force on 2 August 2022. Here we explain how ESG data can be collected.
FAI ComplyAug 24, 20224 minSustainable Investing: ESMA Requirements on Clients’ Sustainability PreferencesFrom 2 August 2022 investment firms must take sustainability risks into consideration and assess clients' sustainability preferences.