- September 29, 2020
- Category: Uncategorized
Milieu is proud to be working on a study on “Disclosure, inducements, and suitability rules for retail investors”, in collaboration with Kantar (lead) and CEPS. The objective of the study is to assist DG FISMA in assessing whether current retail investor protection rules in EU legislation (MiFID II, IDD, PRIIPs, AIFMD, UCITS, DMFSD, Solvency II and the PEPP Regulation), in particular the disclosure, inducements and suitability rules, are working as intended and how they affect the decision-making of retail investors. The interplay between the legal frameworks in the scope of this study is a particular focus of this assessment.