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)
Pre-contractual discosures (Level 2) - template presentation Annex II
Pre-contractual discosures (Level 2) - template presentation Annex III
Website disclosures (Level 1)
Website disclosures (Level 2, incl. 2 A4 sides summary)
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
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
Investment managers' supervision including investment compliance monitoring on ESG factors.