Guidance on integrating the customer’s sustainability preferences in the suitability assessment for insurance investment products

Since 2 August 2022, insurance distributors who offer advice on insurance investment products are obliged to query the customer's sustainability preferences as part of the suitability assessment under the IDD.

Daniel Höhnl has prepared a guide for Der Versicherungsmakler magazine on how to assess these sustainability preferences in a legally compliant manner. The full article can be read here.

author: Daniel Höhnl