Our services aligned with regulatory deadlines and product categorization. Read through to learn about SFDR deadline.
Limitations in the promotion of ESG in your marketing documentation
Product promoting E and/or S characteristics
Required disclaimer: "this product does not have sustainable investment in its objective"
Product with a Sustainable Investment objective
My financial product has sustainable investment as its objective.
ESG Strategy Roadmap
Product categorization analysis & strategy
Pre-contractual disclosures (Level 1)
Website disclosures (Level 1)
MiFID II template adaptations
Adverse Sustainability Impacts
Principal adverse impacts template- Table 1, 2, and 3, including 2 A4 sides summery and website publication
Ongoing Supervision & Oversight
Management of sustainability risk, including impact monitoring on financial performance