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Investment & Sustainability

From Managing Green products to preventing Greenwashing

07/11, Brussels or online

DESCRIPTION


With increasing regulatory scrutiny on ESG practices, the focus on sustainability in financial services has never been higher. The FSMA is closely monitoring financial institutions regarding the implementation of requirements to consider clients' sustainability preferences, while ESMA provides further guidance on greenwashing and fund naming standards.


This Compliance Lunch Debate, titled "Investment & Sustainability: From Managing Green Products to Preventing Greenwashing", will address key issues by first exploring the upcoming challenges related to the evolving regulatory landscape, including MiFID/IDD, EU Taxonomy, and SFDR. We will also explore how to effectively meet clients' sustainability preferences, the challenges of data collection, and best practices for preventing greenwashing and ensuring proper fund naming. During the debate, the FSMA will also share its key points of attention and priorities in this evolving regulatory context.


Join us on Thursday, November 7 in Brussels or online to gain practical insights from expert speakers and navigate these regulatory challenges alongside peers.


ACCREDITATION

Each Compliance lunch debate is worth 1.5 points for the continuing education of Compliance officers.

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DATE & TIME

Thursday 07 November 2024, from 12:00 to 14:30

2.5h / 1.5 points


VENUE

Brussels

THE HOTEL
Boulevard de Waterloo, 38
1000 Brussels

or online


PRICE

145.00€ HT 175.45€ TTC

The price includes the walking lunch, your participation in the debate, the coffee break and the speakers' presentation material.

Speakers

Henk Becquaert

Member of the Management Committee

FSMA

Constance D'Aspremont

Strategy Advisor

Greenomy

Audit & Risk Committee

Banque Transatlantique Belgium

Pietro Maiorana

Senior Manager

ESG Risks and Regulations

KPMG

Discussion Topics

Latest developments in the European regulatory framework

- From MiFID/IDD, EU Taxonomy, SFDR to the Green Claims and Green Bonds Directives: status and upcoming challenges

- What role will the FSMA play moving forward?


Client's Sustainability Preference

- FSMA’s experiences following the recent surveys on clients' sustainability preferences

- Tailoring your sales process to meet clients' sustainability preferences: How to reconcile various regulatory requirements with the need for portfolio diversification?


Greenwashing

- Selling "green" products: Is it still possible? Tips from the FSMA to avoid the pitfalls of greenwashing and maintain customer trust

- Aligning SFDR transparency rules with new greenwashing requirements


Funds Naming

- Strengthened Due Diligence for Asset Managers: How will recent ESMA guidelines impact naming strategies, particularly for ESG funds?

- Ensuring Compliance : How to prevent investor misinterpretation and boost transparency through proper fund naming?


Combining Synergies in Data Collection

- How to optimize data collection, from ESG preferences to other KYC/CDD (AML) requirements, including credit granting?


Attention Points for Compliance Officers

More Information

SCHEDULE

12.00 Walking Lunch

12.30 Start of the debate

14.00 Coffee Break & Networking

LANGUAGES

The discussion will be in French, Dutch or English, depending on the topic and the speaker’s mother tongue. Support presentation in English.

CERTIFICATE & ACCREDITATION

Wintegrity is recognised by the FSMA (Financial Services and Markets Authority) as a training organisation for the continuing education of Compliance Officers. Each Compliance lunch debate is worth 1.5 points.


Lawyers and trainee lawyers may submit an individual application to the OBFG (Ordre des barreaux francophones et germanophone) or the OVB (Orde van Vlaamse Balies).


Participants will receive their certificate of attendance by email after the event.

TARGET AUDIENCE

The lunch-debates are aimed at Compliance officers, Head of Compliance, Board members, Company lawyers, Legal officers, Attorneys, Managers, Representatives of the authorities, Regulatory and Public affairs officers, Auditors, Transformation officers, as well as anyone involved in implementing the issues addressed. The lunch debate on 7 November on the theme of ‘Investment and sustainability” will also be of particular interest to Head of sustainability, Sustainability officers and Impact officers.

Choose What Suits You Best

One session

1.5 continuing education points


€175 per session

Includes: exclusive walking lunch + Coffee break + speakers' presentation material.

Secure your spot now !

Select your topics:

Greenwashing, Governance & Product oversight (19/06)

MiFID/IDD & Retail Investment Package (23/10)

Outsourcing & Third Party (13/11)

AML in 2026 (11/12)

🡪 Register Now


& Join an engaging, interactive session with a deep dive into real-world insights.

4 Compliance Lunch Debates + Annual Conference

12 continuing education points

Exclusive Offer

1175 €1055 (Save €120)

Secure your spot now !

More than 9 Topics Covered:

Greenwashing, Governance & Product oversight (19/06)

MiFID/IDD, Retail Investment Package (23/10)

Outsourcing & Third Party (13/11)

AML in 2026 (11/12)

Annual Conference included “Reshaping Banking & Financial Services" (7/10)

Payments Services - incl. PSD3

Open Finance - incl. FIDA

Consumer Credits

Digitalisation

Accessibility Act

🎁 Join the CLD Community Group (optional)

Opportunity to influence future event themes, dates & locations.

Opt-in during registration

🡪 Register Now


& Join a full year of Compliance Lunch Debates, networking opportunities & the Annual Conference.

4 Compliance Lunch Debates

6 continuing education points

Special Offer

700 €630 (Save €70)

Secure your spot now !

Min 4 Topics Covered:

Greenwashing, Governance & Product oversight (19/06)

MiFID/IDD, Retail Investment Package (23/10)

Outsourcing & Third Party (13/11)

AML in 2026 (11/12)

Annual Conference not included







🎁 Join the CLD Community Group (optional)

Opportunity to influence future event themes, dates & locations.

Opt-in during registration

🡪 Register Now


& Join a full year experience of compliance lunch debates & networking opportunities

Partners

They trust in us, and we trust in them. Within our partners are individuals we believe in – people who inspire us, driving awareness for compliance, responsibility, and integrity every day – values at the heart of the Compliance Lunch Debates. Together, we create the best experiences.

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