Guidance on the integration of the customer's sustainability references in the suitability assessment under IDD

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<rdf:Description>
<dc:creator>EIOPA</dc:creator>
<dc:date>2022-07-20</dc:date>
<dc:description xml:lang="es">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</dc:description>
<dc:format xml:lang="en">application/pdf</dc:format>
<dc:identifier>https://documentacion.fundacionmapfre.org/documentacion/publico/es/bib/180405.do</dc:identifier>
<dc:language>eng</dc:language>
<dc:publisher>EIOPA</dc:publisher>
<dc:rights xml:lang="es">InC - http://rightsstatements.org/vocab/InC/1.0/</dc:rights>
<dc:subject xml:lang="es">Empresas de seguros</dc:subject>
<dc:subject xml:lang="es">Distribución de seguros</dc:subject>
<dc:subject xml:lang="es">Sostenibilidad</dc:subject>
<dc:subject xml:lang="es">Inversiones socialmente responsables</dc:subject>
<dc:subject xml:lang="es">Normativa comunitaria</dc:subject>
<dc:subject xml:lang="es">Unión Europea</dc:subject>
<dc:type xml:lang="es">Books</dc:type>
<dc:title xml:lang="es">Guidance on the integration of the customer's sustainability references in the suitability assessment under IDD</dc:title>
<dc:format xml:lang="es">30 p.</dc:format>
<dc:relation xml:lang="es">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</dc:relation>
<dc:coverage xml:lang="es">Unión Europea</dc:coverage>
</rdf:Description>
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