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Jeroen Verplancke

Deloitte Financial Services

Jul 25, 2022

Sustainability preferences: Complex new EU rules require collection of clients’ ESG preferences from August 2022

By Isha Gupta Joy Kershaw David Strachan +2 more...

At a Glance MiFID II suitability rules are being amended to require investment advisers and investment managers to obtain retail clients’...