Compliance

Double materiality

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 should become part of the routine for financial advisors and asset

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MiFID 2: Turn a regulatory constraint into a business opportunity with NeuroProfiler

As margins shrink, financial institutions constantly have to integrate new regulations that make the search for profitability ever more complex. The latest

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MiFID II: how to ensure compliance without impacting customer experience?

Customer experience is a growth driver that’s becoming increasingly crucial in all businesses. Beyond the quality of service and products, it provides

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Response to EIOPA consultation on draft guidelines on the integration of the customer’s sustainability in the suitability assessment under the insurance distribution directive  

Following the open hearing of the EIOPA about the draft guidelines on the integration of the customer’s sustainability assessment we attended, we

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Integration of sustainability preferences into MIFIDII and IDD product governance regulation

Aligning with clients’ sustainability preferences In order to promote responsible investment, collecting investors’ sustainability preferences becomes compulsory for investment firms in the

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