Distribution of financial investment products is undergoing a significant regulatory transformation within the EU and the UK. As complex financial instruments, Structured Products are heavily affected.
In this live webinar, The Wealth Mosaic will host an engaging discussion with high-profile participants from the EU regulatory market who have an extensive expertise in structured products.
Topics will cover:
- MiFID II product governance framework (Target Market, Distribution Strategy);
- MiFID II Ex-Ante & Ex-Post Costs & Charges – a hot topic now under the regulators’ radar;
- The upcoming amendments in MiFID II regarding Sustainability Preferences; and
- The role of industry standards and technology in streamlining compliance with the above.
Stephen Wall, Founder of The Wealth Mosaic, will be joined in this webinar by:
Joakim Alpius, working at Svenska Handelsbanken and a coordinator in the TWG (Technical Working Group) of FinDatEx responsible for the production of the popular EMT template (European MiFID Template) used by thousands of Manufacturers and Distributors across and outside Europe. In addition, Joakim is coordinating the upcoming EET template (European ESG Template), expected to support the upcoming ESG-related regulations for financial products.
Ayal Leibowitz is a coordinator and an active member in various regulatory forums, such as EUSIPA’s PRIIPs TWG (Technical Working Group), EUSIPA’s ESG Subgroup, UK SPA PRIIPs forum and FinDatEx EPT, EMT and EET templates.
