Guidance on Sustainable Investment and Sustainable Preferences
Presented by
Andy Ivory-Corr and Seamus O'Neill
About this talk
Seamus O'Neill our Compliance and Regulatory Relations manager guides us through the recently introduced changes to the way the sustainability preferences of customers are taken into account in the suitability assessment providing advice on insurance-based investment products (IBIP).
New Ireland's Webinar & Video Channel is for the Financial Broker & Advisor community. We host regular, live webinars, with experts from within New Ireland and our Global Fund Manager partners.…