Sustainability preferences in suitability tests: what will the EU’s latest plans achieve?

Despite changes to make the proposal less product specific, some say the likely outcome is for advisers to direct clients with sustainability preferences to products defined as sustainable under SFDR rules

Amid the flurry of EU sustainable finance announcements on 21 April, the European Commission adopted six amending Delegated Acts to ensure investment advisers, asset managers and insurers include sustainability in their procedures and advice to clients. 

The move was somewhat over…

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