As part of the current MiFID II suitability assessment, which comes into effect in August, any client, existing and new, must be asked about their sustainability preferences.
We look at what this means for advisors and how this is being implemented in practice as well as some existing limitations for which there is still no answer.
Don't miss these 4 videos in Portuguese to learn all the details of this regulation:
From 2 August 2022, in the MiFID suitability assessment process advisers must include an additional question when they ask they clients about theirs investment knowledge, their financial situation, their ability to bear investment loss and their objectives, which is whether the client has sustainability preferences, or not. We review step by step what the conversation will be like.
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