Die einen haben sehnsüchtig darauf gewartet, die anderen hofften lange auf eine Verschiebung der neuen Regeln zur Nachhaltigkeitspräferenzabfrage von Privatinvestoren: Seit diesem Dienstag greifen die Erweiterungen der EU-Richtlinie über Märkte für Finanzinstrumente (Mifid II) und ihrem Schwesterpapier zur Regulierung des Versicherungsvertriebs (IDD). Anlageberater müssen nun also fragen, ob Kunden Interesse an nachhaltigen Produkten haben, und mit ihnen besprechen, worauf sie dabei genau Wert legen. Im Anschluss müssen sie über verschiedene Produktkategorien aufklären.
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