Emtract Ingest
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IDD Sustainability Delegated Regulation
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Title (English)
Title (German)
Kind
Approval
Due Diligence
Governance
Other
Record Keeping
Reporting
Stakeholder Engagement
Frequency
Annual
Biennial
Continuous
Event-triggered
Monthly
One-time
Other
Quarterly
Weekly
Check frequency
Annual
Biennial
Continuous
Event-triggered
Monthly
One-time
Other
Quarterly
Weekly
Rule set
Regulation-wide (no rule set)
Insurance product manufacturers
Insurance distributors
Insurance intermediaries and insurance undertakings for investment products
Complexity (0–5)
Business functions
Communications
Compliance
Executive
Finance
Human Resources
Legal
Operations
Other
Procurement
Product
Sales
Sustainability
Description (English)
When gathering information on investment objectives, where relevant also gather the intended holding period, risk-taking preferences, risk profile, investment purposes and sustainability preferences.
Description (German)
Bei der Erhebung von Informationen zu Anlagezielen gegebenenfalls auch Anlagehorizont, Risikobereitschaft, Risikoprofil, Anlagezweck und Nachhaltigkeitspräferenzen erfassen.
Affected products/services (English)
Insurance-based investment products and investment advice
Affected products/services (German)
Versicherungsbasierte Anlageprodukte und Anlageberatung
Checking responsibility (English)
Insurance intermediaries and insurance undertakings
Checking responsibility (German)
Versicherungsvermittler und Versicherungsunternehmen
Check method (English)
Gather investment objectives, risk tolerance, investment horizon and sustainability preferences at a level appropriate to the product or service.
Check method (German)
Erhebung der Anlageziele, Risikotoleranz, Anlagehorizont und Nachhaltigkeitspräferenzen mit einem dem Produkt oder der Dienstleistung angemessenen Informationsumfang.
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