Draft questionnaire & guidance for client sustainability preferences

Now open for consultation!

Please answer the consultation here.

2DII has developed this draft questionnaire and draft guidance to help investment firms comprehensively assess clients’ sustainability preferences, as well as comply with the upcoming regulatory requirements of MiFID II/IDD and consumer expectations. We believe that all of these aspects are critical to improving the suitability of the recommended product(s), increasing consumer trust, and ensuring that financial markets work towards societal and environmental goals.

The draft questionnaire and guidance were developed as part of the Finance ClimAct project, taking into account feedback from financial institutions, regulatory authorities, and members of civil society. However, they only reflect the views of 2DII. The questionnaire and guidance are currently still in draft form, and we hope to improve them based on your feedback. However, we encourage financial institutions to already begin using these draft versions to build their own questionnaires.

The full documents are available here:

Please answer the consultation here.

About our funder: This project has received funding from the European Union’s LIFE program under grant agreement LIFE18IPC/FR/000010 A.F.F.A.P. Disclaimer: The European Commission is not responsible for any use that may be made of the information it contains.