European Union publication: Disclosure, inducements, and suitability rules for retail investors study

Milieu is proud to have contributed to the Disclosure, inducements, and suitability rules for retail investors study . This study feeds into the development of the retail investment strategy announced for 2022 under the Capital Markets Union’s Action Plan. The aim of the Retail Investment Strategy is to respond to new challenges in the market, such as the increasing digitalisation of investment advice and the use of digital distribution channels. The strategy is expected to ensure that retail investors in the EU would benefit from adequate protection, are offered bias-free advice and fair treatment, have access to open markets and are provided with transparent, comparable and understandable information about products.