MM Talks: Responsible Investing 2023 | Money Marketing | 27 February 2023 | Events @ No 6, 6 Alie St, London E1 8QT, UK
Venue
Events @ No 6
Events @ No 6, 6 Alie St, London E1 8QT, UK
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| Event Date |
Tue Feb 28 GMT (almost 2 years ago)
In your timezone (EST): Mon Feb 27 7:00pm - Mon Feb 27 7:00pm |
| Location |
Events @ No 6
6 Alie St, London E1 8QT, UK |
| Region | EMEA |
Details
Why Attend?
We all know regulation is coming. The EU’s SFDR is in consultation until January 2023 but the regulations as they apply to advisers are quite vague beyond addressing this subject with clients and understanding their preferences.
But how do you begin to have these conversations with your clients and gain this understanding in the first place? When it comes to suitability all good advice firms will need to consider how they can demonstrate that they have. This goes double for independent advice firms who have to consider the full universe of investment options with sufficient knowledge before they select or deselect any of them.
MM Talks: Responsible Investing offers advisers a series of talks, panel debates and presentations that will help answer any questions you may have and to help you in turn have these same conversations with your clients.