Preamble
Recitals 16
Chapter I - SCOPE AND DEFINITIONS (Article 1-2) 2
Chapter II - CONFLICTS OF INTEREST AND INDUCEMENTS (Article 3-8) 6
Chapter III - ASSESSMENT OF SUITABILITY AND APPROPRIATENESS (Article 9-19) 11
Chapter IV - FINAL PROVISIONS (Article 20) 1
Amending acts 2
- Commission Delegated Regulation (EU) 2021/1257from 02/08/2022
- Commission Delegated Regulation (EU) 2018/541from 26/04/2018

sustainability preferences

Definitions over time (1)

02/08/2022 – today applies on 12/11/2026 Article 2, Commission Delegated Regulation (EU) 2017/2359 Scope: Whole act

For the purposes of this Regulation, the following definitions shall apply:

‘sustainability preferences’ means a customer’s or potential customer’s choice as to whether and, if so, to what extent, one or more of the following financial products should be integrated into his or her investment: an insurance-based investment product for which the customer or potential customer determines that a minimum proportion shall be invested in environmentally sustainable investments as defined in Article 2, point (1), of Regulation (EU) 2020/852 of the European Parliament and of the Council (^{1}); an insurance-based investment product for which the customer or potential customer determines that a minimum proportion shall be invested in sustainable investments as defined in Article 2, point (17), of Regulation (EU) 2019/2088 of the European Parliament and of the Council (^{2}); an insurance-based investment product that considers principal adverse impacts on sustainability factors where qualitative or quantitative elements demonstrating that consideration are determined by the customer or potential customer;