Start time: 12.30 pm

End time: 2.00 pm


Webinar: European ESG template for insurance regulations IDD and SFDR

IDD comes into force in August and SFDR in 2023: From the beginning of August this year, insurers are due to question the policy holders on their sustainability preferences and from January, insurers must provide ESG pre-contractual information on products (unit linked and general account products). Later in the year, they must disclose their sustainable exposures (Taxonomy, Sustainable Investments, etc). To be able to implement the regulation, insurers need to receive ESG data from asset managers. The EET (European ESG Template) is the result of the work of the full European financial industry (insurers, banks, asset managers etc) - coordinated by Ghislain, under FinDatEx umbrella.

The video of this event is now available to view on:



Biographical details

Ghislain has worked at Credit Lyonnais, Societe Generale, Merrill Lynch and Morgan Stanley in derivatives and quant research. Ghislain then worked at AXA Investment Managers in as Head of Insurance Solutions Business Development where his role was to build the third-party insurance solutions business. Most recently Ghislain worked at Schroders as Head of Insurance Strategy EMEA with a remit to grow their European Insurance Solutions business.  In parallel Ghislain had created the European Working Group which created TPT for Solvency II, EPT for Priips, EMT for Mifid and then became coordinator at FinDatEx to create the EET for ESG regulations.

Event Type
Web Session
Event format
Virtual event
Ghislain Perisse, Head of Insurance Solutions, at Fidelity International
File attachments
Date Attachment Size
28/07/2022 Presentation slides 1.21 MB Download
28/07/2022 EET Excel file - accompanying document 3.05 MB Download
30/11/2022 LIA CODE: European ESG template for insurance regulations IDD and SFDR 46.34 KB Download
21/12/2022 IOB CODE: European ESG template for insurance regulations IDD and SFDR 14.56 KB Download