European Union: Wealth & Asset Management

On 4 December 2025, the European Commission published its much-anticipated market integration package (Proposal).

Acknowledging several shortcomings in the existing SFDR framework, the reforms are intended to simplify and reduce the burden of sustainability-related disclosures and requirements under the SFDR and improve end investors' ability to understand and compare sustainability-related financial products.

Understanding the difference between legal residency (from the Golden Visa) and tax residency is the first and most important step.