Nachhaltige Geldanlagen : Mifid II – wirksam trotz Schwachstellen
Seit Dienstag müssen Anlageberater ihre Kunden nach Nachhaltigkeitspräferenzen fragen. Geldhäuser, die sich darauf schon lange vorbereitet haben, profitieren. Leitfäden sollen Anlageberatern helfen, sich in dem Chaos zurecht zu finden. Zudem gibt eine Studie bereits erste Hinweise, ob nun mehr Geld privater Investoren in nachhaltige Produkte fließen wird.
von Jan Schulte
veröffentlicht am
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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