Under MiFID II and IDD, from 2nd August 2022 distributors and insurers will have to start asking investors about their sustainability preferences. To determine which funds are suitable for these investors, distribution platforms and insurance companies will need these funds’ ESG data. If they do not have it, they will not promote these funds.

This is where the new European ESG Template (EET) comes into place. FinDatEx has published the final draft and fund manufacturers are expected to provide completed templates by 1 June, so distributors and insurers have the time to update their platforms before the August deadline.

HEAR DIRECTLY FROM LEADING AUTHORITIES ON THE EET

Andreas Stepnitzka, Deputy Director for Regulatory Policy at EFAMA, Nathalie Dogniez, Partner at PwC, and Ulf Herbig, Head of Product at Kneip, will discuss the details about the production and dissemination of the EET.

This event is a closed event, for EFAMA members only. Questions? Contact info[at]efama.org