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SFDR

SFDR deadline and what it covers (article 6,8 or 9, the deadline and the description of the requirement).

Our services aligned with regulatory deadlines and product categorization

Product Level

Non-ESG product

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

Regulatory Advisory

March 2021

March 2021

EUAP guidance & support

Product categorization analysis

March 2021

Online assessment tool

Pre-Contractual Disclosures

March 2021

Q1 2022

Q1 2022

Pre-contractual disclosures (Level 1)

Pre-contractual discosures (Level 2) - template presentation Annex II

Pre-contractual discosures (Level 2) - template presentation Annex III

Website Disclosures

March 2021

Q1 2022

Website disclosures (Level 1)

Website disclosures (Level 2, incl. 2 A4 sides summary)

Periodic Disclosures

Dec 2021

Q1 2022

Q1 2022

Dec 2021

Q1 2022

Annual report presentation (Level 1), including website publication

Annual report representation (Level 2)- template presentation Annex IV, including website publication

Annual report representation (Level 2)- template presentation Annex V, including website publication

Taxonomy alignment

MiFID II (EMT) template adaptations

Adverse Sustainability Impacts

Dec 2022

Principal adverse impacts template- Table 1, 2, and 3, including 2 A4 sides summery and website publication

Ongoing Supervision & Oversight

March 2021

Management of sustainability risk, including impact monitoring on financial performance

March 2021

Investment managers' supervision including investment compliance monitoring on ESG factors. 

Click to read more in depth about our services

New York
Headquarters
Label R Inc.
65, Greene street, suite 5
New York, NY, 10012
Luxembourg
Label R Corp S.A.
9 rue du Laboratoire
1911 Luxembourg
B229817
Copyright © Label R Inc.
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