SSF/EY Practitioners’ Guide Webinar: Practical Insights into the Advisory Process for Private Clients
In July 2022 SSF and EY published a Practitioner’s Guide on the integration of sustainability preferences into the advisory process for private clients. The report aims to shed light on and provide solutions for the risk that clients can be consciously or unconsciously misled about the sustainability characteristics of financial instruments and services, resulting in expectation gaps. In this webinar, Katja Brunner, Director Legal & Regulatory SSF, and Stephan Geiger, Lead Sustainable Finance Switzerland, EY will summarize the main findings and outline the recommendations.
