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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 regularly review the investment products it offers or recommends and the services it provides, assessing whether they remain consistent with the identified target market and whether the intended distribution strategy remains appropriate.
Description (German)
Das Unternehmen muss die von ihm angebotenen oder empfohlenen Anlageprodukte und die von ihm erbrachten Dienstleistungen regelmäßig überprüfen und bewerten, ob sie weiterhin mit dem ermittelten Zielmarkt und die Vertriebsstrategie weiterhin angemessen ist.
Affected products/services (English)
Investment products offered or recommended and services provided
Affected products/services (German)
Angebotene oder empfohlene Anlageprodukte und erbrachte Dienstleistungen
Checking responsibility (English)
Checking responsibility (German)
Check method (English)
Check method (German)
Withdrawn at
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