Prepare for the FCA's New Sustainability Disclosure Requirements

In November 2023, the FCA introduced a new framework aimed at enhancing the transparency of funds marketed in the UK with sustainability claims. As management companies face these evolving regulations, our comprehensive guide, Deep-dive into SDR: How to Prepare for the Implementation of the Rules and Guidelines, will equip you with the tools and insights necessary to navigate these changes with confidence.

This guide serves as a practical tool to help companies prepare for the implementation of these rules. It covers key regulations, best market practices, and provides actionable steps, checklists, and reporting structures to ensure full compliance.

Here's what you'll find inside:

- Understanding the Key Rules: A detailed explanation of the first SDR regulations, including critical topics such as Greenwashing, and Naming & Marketing standards.
- Essential Checklists: Practical steps you can take to align your company’s practices with SDR Labels.
- In-Depth Rule Analysis: A thorough analysis of the new requirements, enriched with insights from best practices across the European market and other relevant regulations.
- Reporting Guidance: Suggestions on how to structure your regulatory reporting to meet the FCA’s standards.
- Regulatory Landscape: A clear schematic view of the FCA’s evolving regulatory framework.

Why You Need This Guide ?

Whether you are managing SDR at the product level or across your entire organisation, this guide offers flexible, expert recommendations that allow for strategic decision-making tailored to your specific context. The guide's colour-coded structure helps you easily navigate between official FCA rules, clarifications from post-consultation responses, and actionable insights from industry best practices.

- Yellow: Official FCA requirements, as outlined in the November 2023 policy statement.
- Blue: Additional clarifications provided by the FCA to address financial firms' concerns.
- Green: WeeFin's expert recommendations, based on our in-depth analysis of EU and UK regulations and our customers' experiences.

This resource is essential for management companies committed to staying ahead of regulatory expectations, ensuring compliance, and maintaining transparency in the evolving landscape of sustainable finance.

Download the guide now and start preparing for a successful SDR implementation