Customer Sustainability Preferences

Tue Sep 20 2022

As you are aware intermediaries distributing Insurance Based Investment Products (IBIPs), and investment firms providing investment advice are required from the 2nd of August to ask questions to identify a customer’s individual sustainability preferences.

In order to assist members to comply with these requirements,  Brokers Ireland has developed a Sustainability Suitability Assessment Template to capture customers sustainability preferences which should be used as part of the Factfinding process.   The template is available in the Compliance section of the Brokers Ireland website in the following location: Compliance Support/Sustainable Finance/Reference Document.

We understand that these requirements are new and challenging for members, so if members have queries on how to use this document as part of their process,  please contact the Compliance unit on 01 661 3067 or email


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