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SFDR

Our services aligned with regulatory deadlines and product categorization. Read through to learn about SFDR deadline. 

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

Product categorization analysis & strategy 

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Pre-Contractual Disclosures

March 2021

Q1 2022

Q1 2022

Pre-contractual disclosures (Level 1)

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

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

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Website Disclosures

March 2021

Q1 2022

Website disclosures (Level 1)

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

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Periodic Disclosures

Dec 2021

Q1 2022

Q1 2022

Dec 2021

Q1 2022

Annual report presentation (Level 1), including website publication

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

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

Taxonomy alignment

MiFID II template adaptations

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Adverse Sustainability Impacts

Dec 2022

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

Art 6
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Ongoing Supervision & Oversight

March 2021

Management of sustainability risk, including impact monitoring on financial performance

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March 2021

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

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