Standard [CURRENT]
DIN 77236-1:2026-03
Sustainability of financial investments - Part 1: Querying sustainability preferences
- German title
- Nachhaltigkeit von Finanzanlagen - Teil 1: Abfrage von Nachhaltigkeitspräferenzen
- Publication date
- 2026-03
- Accessibility
- Original language
- German
- Pages
- 15
- Publication date
- 2026-03
- Original language
- German
- Pages
- 15
- DOI
- https://dx.doi.org/10.31030/3668745
Product information on this site:
Quick delivery via download or delivery service
All transactions are encrypted
Overview
This document defines process steps for inquiring about the sustainability preferences of investors with regard to their financial investments. This document provides guidelines for financial advisors' discussions with investors and helps them to focus on the analysis process. The steps outlined in this process ensure that sustainability preferences can be elicited effectively and efficiently. It uses a catchy conversational logic and as little technical language as possible. Committee NA 177-00-02 AA "Finanzdienstleistungen für den Privathaushalt" ("Financial services for the private household") at DIN is responsible for this document.
Content
ICS
DOI
This document replaces DIN 77230:2023-12 .