of external disclosures
giving confidence your interpretations are correct
that all disclosures are made in full, ensuring
you meet regulatory requirements
of disclosures, using prescribed formats, titles and
public location to
provide investor transparency
of key sustainable definitions
ensuring fair, clear and non-misleading information
of your activities
with regulations, bodies, NCAs, and upcoming proposals
Check all SFDR disclosures for:
The solution checks:
Principal Adverse Impact Disclosure
Sustainability Risk Policy
SFDR Website Disclosures, including negative disclosures
Article 8 Fund Pre-Contractual Disclosures
Article 9 Fund Pre-Contractual Disclosures
SFDR requires firms to correctly classify their products and ensure complete and accurate disclosures. Not doing this means regulatory breach at a minimum, as well as increased reputational and greenwashing risk. It can also lead to reduced distribution channels and investor flows.
The software assesses your firm’s public disclosures and policies at both entity and product level and provide a RAG assessment of findings, along with actionable insights. This means you can be comfortable knowing the consistency, accuracy and accessibility of your disclosures.
The software scrapes key data points from your firm’s public disclosures and policies at both entity and product level and is run independently from you, and therefore requires no resource whilst providing comprehensive oversight of your public SFDR disclosures.
The output is a RAG assessment of findings based on updated regulatory guidance and market practice, along with actionable insights. A consolidated report of findings will typically be issued within 3 days.
Should the assessment flag any areas of non-compliance or poor practice, our team can help support you with remediation and a comprehensive internal review to assess complete SFDR compliance .