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Guidance and Questionnaire for assessing client sustainability preferences and motivations
Guidance and Questionnaire for assessing client sustainability preferences and motivations
šŖInvestment firms providing financial advice and portfolio management are now required to carry out a mandatory assessment of client sustainability preferences during the suitability assessment ā¦ and then take these sustainability preferences into account when selecting financial instruments that are recommended to clients.Ā Ā š¶Investment firms will need to implement Read more…