Compliance

AMF strategic guidelines for 2023-2027

On June 26, the Autorité des Marchés Financiers (AMF) published its strategic guidelines for the period 2023 – 2027.  An eagerly-awaited document

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The EU Retail Investment Strategy (RIS) is here

Principal legislative initiative: the Retail Investment Strategy (RIS) The long-awaited legislative proposal for the Retail Investment Strategy (RIS) was published by the

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AMF recommendations on SFDR

On February 13th 2023, the French AMF (Autorité des Marchés Financiers) released some recommendations for the likely upcoming revision of Sustainable Finance

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The 27th edition of the United Nations Climate Change Conference (COP27)

The 27th edition of the Conference of the Parties (COP27) ended on Sunday 20 November 2022 in the seaside resort of Sharm

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Double materiality and environmental accounting

European (Corporate Sustainability Reporting Directive – CSRD) and international (International Sustainability Standards Board – ISSB) environmental accounting standards are in conflict on

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ESMA’s work programme and its objectives

On 12nd of October, ESMA presented its work programme for the years 2023 to 2028. With a new President and Director General

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Assessing clients’ ESG preferences, a new technological challenge

The final version of ESMA’s guidelines on the assessment of clients’ ESG preferences was eagerly awaited, it came out the 23rd of

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ESMA guidance sustainability preferences assessment

Assessing sustainability preferences Last August, the assessment of retail investors’ sustainability preferences became mandatory for all European financial institutions providing advisory or

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EIOPA guidance about the assessment of sustainable preferences

Context of the guidelines publications Asking investors about their preferences for sustainable investing has become part of the routine for financial advisors and asset

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