Better understanding your attitude towards responsible investment

Better understanding your attitude towards responsible investment

Since August 2022, companies that provide investment advisory, management services to third parties, or distribute life insurance policies have been required to assess their clients’ interest in, and attitude towards, responsible investment.

The purpose of this new requirement, which is primarily derived from the latest version of the Markets in Financial Instruments Directive (or MiFID II) 1 , is to enhance protection of investors, ensure better understanding of their aims, and offer solutions tailored to their objectives.

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