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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
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Sustainability
Description (English)
The company must determine whether each financial instrument meets the identified needs, characteristics and objectives of the target market, including by examining the risk/reward profile, relevant sustainability factors and whether the design benefits the client rather than relying on poor client outcomes.
Description (German)
Das Unternehmen muss bestimmen, ob jedes Finanzinstrument die ermittelten Bedürfnisse, Merkmale und Ziele des Zielmarkts erfüllt, einschließlich durch Prüfung des Risiko-Rendite-Profils, relevanter Nachhaltigkeitsfaktoren und der klientenorientierten Ausgestaltung.
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Withdrawn at
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