SFDR RTS and EU-Taxonomy – Increasing transparency on the sustainability of investments – June 2022-June 2024
Taking over the SFDR epic owner role on the project in order to deliver the project in a timely and qualitative manner. Supporting the EU’s Green Deal The Sustainable Finance Disclosure Regulation (SFDR) is a pivotal component of the EU’s Green Deal, aimed at transitioning capital flows towards sustainable investments to achieve carbon neutrality by […]
PRIIPS RTS IMPLEMENTATION – 1 January 2023
Taking over the PRIIPS epic owner role on the project in order to deliver the project in a timely and qualitative manner. PRIIPs stands for Packaged Retail and Insurance-based Investment Products, which are investment products that retail investors can buy. The PRIIPs Regulation is a European Union regulation that aims to provide retail investors with […]
Phase-Out Business Accounts
Carefully manage the phase-out of the Business Accounts (SME Business), as part of a strategic alignment, based on the proposed scenario (1-year period to avoid loss of fidelity premium).
Potential Acquisition of a Belgian Savings Accounts Portfolio
Perform part of the due diligence on a Belgian Savings Accounts Portfolio offered on the market. Purpose was to assess the Operations and IT impact of a potential acquisition and to draft and negotiate an optimal operational transaction plan as part of the envisaged Asset Purchase Agreement (APA).
Carve-out pension savings accounts and securities and TAK21 portfolios
Participate in the final preparations of the Asset Purchase Agreement (APA) with the buyer, to make sure the carve-out and transfer of funds and bonds investment portfolios and pension savings accounts (PSA) can be executed and to start the preparations for the execution on the seller’s side. The assignment was extended with managing the execution […]
Project Portfolio Management
Build an aggregated project portfolio overview in terms of content, timelines, resourcing, risks and interdependencies. Initiate proper project portfolio management and resource planning to ensure both local and global programmes and projects can be managed and executed in an efficient manner.
Compliance Framework
Draw-up a multi-dimensional picture of the current compliance framework with reference to legislation, policies, processes, data storage, roles and responsibilities, systems etc.
Launch of direct bank operations
Setup of the operations for a retail internet savings bank aimed at the German market.
Integration of a direct bank in the Dutch mother entity
Lead the integration in the mother entity of a direct bank for the SME market in The Netherlands and manage “IT and Operations” till the end of the winding down.
New business operating model
Assist the finance and controlling departments with the implementation of a new business operating model for corporate customers, with outsourcing from Belgium to Ireland, including the implementation of a new system and data migration.