Fri, 12 Nov

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AML: Updating

CPD Session - SFRD

Vanessa Muller, Partner Consulting, Banking & Capital Markets at EY Luxembourg, will bring on the table what are the impacts of SFDR on Private Banking and Wealth Management firms as investment managers or financial market players.

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CPD Session - SFRD

Time & Location

12 Nov 2021, 12:30 – 14:30 CET

AML: Updating

About the event

Vanessa Muller, Partner Consulting, Banking & Capital Markets at EY Luxembourg, will bring on the table what are the impacts of SFDR on Private Banking and Wealth Management firms as investment managers or financial market players. What typical products and processes are impacted, how are the disclosure implemented. Beyond SFDR, what are the consequences of the EU Action Plan on the relationship between a Private Bank and its end clients.

Training parts/ Content :

  1. SFDR and the EU Action Plan context
  2. The operational impacts of the Regulation
  3. Key questions and case studies as an illustration

Conclusion : SFDR being only a first step in the Sustainable Finance Transformation, what comes next for Private Banks and Wealth Managers?

All your questions can be asked.

For more information about the session, please contact info@efpa.lu

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