Since 2021 when the SFDR was introduced we assisted investment fund managers asset managers insurers pension funds and financial advisors with their ESGdisclosures In 2022 the Taxonomy Regulation and in 2023 the Delegated Regulation under the SFDR entered into force Various elements of the Taxonomy Regulation and the SFDR will phase in during the coming period The CSRD is there to follow as of 2024 with further ESGdisclosure requirements becoming applicable
We assist our clients to remain up to date with the developing regulatory rules including the CSDDD and help our clients with the drafting of the relevant disclosures.
This is what we offer our clients:
- Drafting and review of SFDR disclosures - product documentation, fund prospectus,
- Advice on and drafting periodic reports under SFDR.
- Advice on, drafting and review of ESG-disclosures in the annual account statements
(Taxonomy and CSRD).
- Assistance with the integration of ESG preferences in KYC processes under MiFID II and IDD.