Client reporting is a critical part of wealth management firms’ relationship with their clients, and as ESG becomes more and more important the focus on how to communicate this information continues to increase. Join our free webinar to listen to industry specialists explain the current landscape, potential future developments, the regulatory horizon, and what practical steps you can take now to improve your ESG reporting.
In March 2018, the European Commission unveiled a collection of regulations as part of its action plan on sustainable finance, which require financial market participants and advisers to comply with certain standards when making decisions and providing advice on corporate ESG performance. These regulations take effect during late 2020 and 2021. Firms will need to disclose their ESG policy and report on their approach to due diligence, how sustainability risks are taken into account in investment decisions and information on how remuneration policies are consistent with the integrations of sustainability risks. As a result of BREXIT, these have not been implemented in the UK. However, many firms have decided to implement a response to ESG in order to continue to market to EU clients and respond to client expectations in the UK.
Register below to join us on Wednesday 30th June 2021 at 4pm. Participants will include Tim Fassam, Director of Government Relations and Policy at PIMFA, who will speak about the latest regulations, client and industry expectations and how ESG Reporting can be an opportunity for innovation. We will also hear from Ian Whyte of Parkwell on how to develop and implement a strategy to address ESG reporting.
There is no charge for this webinar for representatives of wealth management firms and private banks. A charge of £100 + VAT applies for service providers.
CPD certificates will be issued shortly after the webinar.