Publication of SFDR information
Obligation for insurance intermediaries to collect their customers' sustainability preferences comes into force on 2 August 2022
Delegated Regulation (EU) 2021/1257, which came into force on 2 August 2022, obliges insurance intermediaries to collect their customers' preferences for investments that respect environmental, social and governance (ESG) criteria - in particular within the meaning of the European SFDR and Taxonomy Regulations - and to take these preferences into account in the product they offer.
This obligation is fully in line with the duty of insurance intermediaries to provide personalised advice.
For information purposes only*, you will find here a model questionnaire for collecting ESG preferences from policyholders.
*The questionnaire, its validity and the consequences for the client in terms of asset allocation choices are the responsibility of the insurance intermediary.