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The EET was developed to help with the data provision for the SFDR, which was due to kick in fully on 1 July this year, just ahead of the changes to MiFID II. But now that the level 2 rules for SFDR won’t take effect until 1 January 2023, the order has been reversed and the new MiFID requirements will come in first.
With world-class Asset Managers, France offers an attractive range of investment propositions for investors, not just domestically, but also on a global stage. We spoke to Philippe Cordier, Head of business development at FE fundinfo, France, to find out more about the current situation and the challenges and opportunities within the French fund market.
FinDatEx hat ein neues ehrgeiziges Projekt in Angriff genommen: die Einführung des European ESG Template oder EET. Geplant ist die Einführung auf den 1. Januar 2022, zeitgleich mit dem Inkrafttreten der Technischen Regulierungsstandards im EWR. Mikkel Bates, Regulatory Manager bei FE fundinfo, erklärt Sinn und Zweck des Projekts.
The fundamental consideration for any IFA advising clients in retirement is whether they have saved enough to maintain the lifestyle they want through a sustainable income.