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Delegated Directive on Sustainability Factors in Product Governance
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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)
Investment firms
Complexity (0–5)
Business functions
Communications
Compliance
Executive
Finance
Human Resources
Legal
Operations
Other
Procurement
Product
Sales
Sustainability
Description (English)
The company must identify the potential target market for each financial instrument at a sufficiently granular level, specify compatible client types and, except where financial instruments consider sustainability factors, identify groups of clients with whose needs, characteristics and objectives the instrument is not compatible.
Description (German)
Das Unternehmen muss für jedes Finanzinstrument den potenziellen Zielmarkt auf ausreichend granularer Ebene bestimmen, die kompatiblen Kundentypen spezifizieren und — außer bei Finanzinstrumenten, die Nachhaltigkeitsfaktoren berücksichtigen — inkompatible Kundengruppen identifizieren.
Affected products/services (English)
Financial instruments
Affected products/services (German)
Finanzinstrumente
Checking responsibility (English)
Checking responsibility (German)
Check method (English)
Check method (German)
Withdrawn at
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