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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
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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 present the financial instrument’s sustainability factors transparently and provide distributors with relevant information so that they can duly consider the sustainability-related objectives of the client or potential client.
Description (German)
Das Unternehmen muss die Nachhaltigkeitsfaktoren des Finanzinstruments transparent darstellen und Vertriebsunternehmen die relevanten Informationen bereitstellen, damit diese die nachhaltigkeitsbezogenen Ziele des Kunden oder potenziellen Kunden berücksichtigen können.
Affected products/services (English)
Financial instruments with sustainability factors
Affected products/services (German)
Finanzinstrumente mit Nachhaltigkeitsfaktoren
Checking responsibility (English)
Checking responsibility (German)
Check method (English)
Check method (German)
Withdrawn at
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