Sustainable Disclosure Requirements (“SDR”)
Understand and comply with the UK SDR.
- Become familiar with the Financial Conduct Authority’s (“FCA”) requirements.
- Adhere to the FCA’s GC23/3 consultation.
Knowledge is essential when preparing for the FCA’s SDR. We can guide you through the process and share our insights on how to comply with the FCA’s requirements to address greenwashing, enhance transparency, and safeguard investors’ interests.
SDR requirements for asset managers:
Label and classify investment products according to sustainability criteria.
Provide clear and comprehensive disclosures at product and entity levels.
Ensure sustainability claims are fair, clear, and not misleading.
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Anti-greenwashing rules and guidance come into effect.
May 31 2024:
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Firms can begin to use labels, with accompanying disclosures.
July 31 2024:
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Naming and marketing rules come into effect, with accompanying disclosures.
December 2 2024:
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Ongoing product-level and entity-level disclosures for firms with AUM greater than £50 billion come into effect.
December 2 2025:
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Entity-level disclosures are extended to firms with AUM greater than £5 billion.
December 2 2026:
