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Webinar on the MiFID II Suitability Questionnaire
You’re invited! The LEVEL EEI team is welcoming financial institutions, regulatory authorities, and members of civil society to their key workshop on investor sustainability preferences.

LEVEL EEI is organising a webinar on the 30th of June 2022 between 16h00 and 17h30 CET to discuss how to best adapt the draft questionnaire developed as part of the ClimateAct LIFE project and ensure it is fit for purpose. The aim is to collect information through the questionnaire that will serve as guidance to help investment firms comprehensively assess clients’ sustainability preferences in compliance with new upcoming MIFID II requirements.

This draft questionnaire takes into account feedback from financial institutions, regulatory authorities, and members of civil society. These documents are currently under public consultation but can already help financial institutions reshape their suitability assessment practices in order to comply with regulatory updates coming into force in August 2022.

The approach we propose aims at improving the suitability of the recommended product(s), increasing consumer trust, and ensuring that financial markets work towards societal and environmental goals.

Link of interest: https://2degrees-investing.org/resource/draft-questionnaire-guidance-for-client-sustainability-preferences/

More information about the project: https://level-eei.eu/

Jun 30, 2022 04:00 PM in Brussels

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Inès Abbas.