July 1. 2022. 6:45

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Retail investment strategy: Commission consults on new approach to retail investments

The targeted consultation aims to look at specific ways to do this, in particular by improving so-called suitability and appropriateness tests, which assess investors’ profiles. One particular area that the consultation explores is whether retail investors would benefit from a new type of suitability assessment, focused on their personal situation and investment needs, which could provide them with more support along their investment journey to better achieve their investment objectives.

The consultation is open until 21 March and the feedback received will be used to prepare the upcoming retail investment strategy. The overall aim of work in this area is to make the EU an even more attractive and safer place for individuals to save and invest and to increase retail investors’ participation in capital markets.


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