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MIFID/IDD & Retail Investment Strategy

Addressing Value for Money, Sustainability and other hot topics

23/10, Brussels or online

DESCRIPTION


The Compliance Lunch Debate, titled « MiFID/IDD, Retail Investment Strategy: Addressing Value for Money, Sustainability and other hot topics », will highlight the latest developments regarding investment and insurance distribution, with a specific focus on key MiFID II and IDD compliance challenges.


Increased supervisory expectations are reshaping core areas such as product governance, cost efficiency, client advice, and the integration of sustainability preferences. At both European and national levels, authorities including ESMA, EIOPA, and the FSMA have recently issued new guidance reflecting this shift—reinforcing the growing demand for investor-centric, transparent, and responsible practices. The session will also cover the implications of the Retail Investment Strategy, which further reinforces these expectations within the broader regulatory framework.


Join us on Thursday, 23 October, in Brussels or online, to stay updated, strengthen your compliance strategy, and exchange with peers and experts.



ACCREDITATION

Participation at the Compliance Lunch Debates on 23 October is worth 1,5 points for the continuing education of Compliance Officers.

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DATE & TIME

Thursday 23 October 2025, from 12:00 to 14:30

2.5h / 1.5 points

VENUE

Brussels City Center

Venue to be announced soon

or online

PRICE

175.00€ HT 211.75€ TTC

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

Register

Speakers

Caroline De Ridder

Deputy Director

Supervision of insurance products and supplementary pensions

FSMA

Other speakers to be announced soon

Discussion Topics

Discussion topics will be revealed very soon. They will be further defined based on currentevents and the latest regulatory developments. Topics are carefully selected in collaboration with speakers and Wintegrity’s experts to ensure their relevance.


Do you have a specific question you’d like to address?

Send us an email, and we will discuss with the speakers how we can incorporate it into the discussion.

More Information

SCHEDULE

11:45 Welcome of the participants

12.00 Walking Lunch

12.30 Start of the debate

14.00 Coffee, Dessert - Let's Connect

14:30 End of the event

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. Participation at the Compliance Lunch Debates on 24 April is worth1,5 points for the continuing education of Compliance Officers.

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 23 October on the theme of "MIFID/IDD & Retail Investment Strategy" will also be of particular interest to Head of Investments, Portfolio Managers, Product Managers, Asset Managers, Fund Selectors, Wealth Managers, and anyone involved in the design, oversight or distribution of investment products.

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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