SFDR RTS Update - Feb 2023

Written By Jeremy Hillier

The EU have released an “amended and corrected” Regulatory Technical Standards (RTS) on 17 February 2023. The changes relate to the content and presentation of information in pre-contractual disclosures and periodic reports for SFDR and take effect on 20 February 2023.

The main difference is the inclusion of this additional question:

Updated RTS question

Asset managers currently preparing their pre-contractual and/or periodic disclosures should ensure they are using this latest version.

The updated templates can be found here:  https://eur-lex.europa.eu/eli/reg_del/2023/363/oj

If you would like some assistance with your SFDR disclosures or simply want some advice, please contact us.

Jeremy Hillier

Jeremy is the COO for Danesmead ESG. Before Danesmead he worked in technology for 9 of the 10 tier one investment banks globally.

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