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CLEVERSOFT EVENTS

Repeat: ‎ESG regulations are becoming clearer: An update (German)

A hybrid event to prepare you for updates to ESG regulations, presented by cleversoft & Franklin Templeton.

November 10, 2021 10:00

CET

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More about the event:

Lisa Waldherr and Martin Stenger give you an overview of the new rules of the game, which you should know from August 2nd, 2022:

What does the consultant have to ask about sustainability from August 2nd, 2022?
How are the sustainability preferences best incorporated into the advisory process?
What happens in the advice under IDD for unit-linked life insurance?
What happens in counseling according to MIFID II?
What is the EET?
What does the insurance company need from 01.01.2022 or 01.07.2022 in order to be
correctly set up for SFDR / ESG from a regulatory perspective?

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