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A skills coach answers questions on [email protected]
November 29, 2022
How do you embed clients' sustainability preferences in your sales advisory process?
The EU has started to put sustainability considerations at the heart of the advisory process (Commission Delegated Regulation (EU) 2021/1253 applying from this year).
Don't miss our most recent Module "ESG Sales Advisory (EU MiFID II)" to learn how to assess suitable investment products as an important obligation for investor protection and how to take into account investors' sustainability preferences as a part of the overall suitability process.
