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Guidance on the integration of the customer's sustainability references in the suitability assessment under IDD
Guidance on the integration of the customer's sustainability references in the suitability assessment under IDD
 Recurso electrónico / Electronic resource
Objetos digitales
MAP20220021715
Guidance on the integration of the customer's sustainability references in the suitability assessment under IDD. — Frankfurt : EIOPA, 2022
30 p. . — (EIOPA-BOS-22-391)
Documento relacionado: Reglamento Delegado (UE) 2021/1257 de la Comisión de 21 de abril de 2021 por el que se modifican los Reglamentos Delegados (UE) 2017/2358 y (UE) 2017/2359 en lo que respecta a la integración de los factores, los riesgos y las preferencias de sostenibilidad en los requisitos de control y gobernanza de los productos aplicables a las empresas de seguros y los distribuidores de seguros, y en las normas de conducta y de asesoramiento en materia de inversión relativas a los productos de inversión basados en seguros
Sumario: This Guidance is a follow-up to a public consultation which EIOPA ran on draft Guidelines on integrating the customer's sustainability preferences in the suitability assessment under the Insurance Distribution Directive (IDD). The new legislation aims to ensure that retail investors can invest and save sustainably and facilitate their participation in the transition to a low-carbon, more sustainable, resource-efficient and circular economy in line with the Sustainable Development Goals, as insurance intermediaries and insurers have to recommend IBIPs that meet the sustainability preferences of their customers or potential customers
1. Empresas de seguros ‌. 2. Distribución de seguros ‌. 3. Sostenibilidad ‌. 4. Inversiones socialmente responsables ‌. 5. Normativa comunitaria ‌. 6. Unión Europea ‌. I. EIOPA ‌.