Sustainability Disclosure Requirements: What the regime means for IFAs

Sustainability claims must be fair, clear and not misleading

clock • 5 min read

What do advisers need to do under the SDR regime and how will it impact their advice process? Julie Hardie shares her insight...

While the majority of the Financial Conduct Authority's (FCA) Sustainability Disclosure Requirements (SDR) regime applies to fund managers, advisers will need to be prepared for the new sustainable fund labels and disclosures as they emerge and, in the meantime, ensure their own proposition and promotions meet the new anti-greenwashing rule and guidance. Anti-greenwashing Under the anti-greenwashing rule, any sustainability-related claims made by any FCA-authorised firms about their products and services must be fair, clear and not misleading.  Adviser firms promoting any services ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Green

FCA launches voluntary ESG ratings provider survey to better understand market

FCA launches voluntary ESG ratings provider survey to better understand market

To 'help shape important policy area'

Sorin Dojan
clock 25 March 2025 • 1 min read
Aegon: SDR needed as sustainability becomes 'trendy'

Aegon: SDR needed as sustainability becomes 'trendy'

Miranda Beacham talks to PA about Aegon UK’s responsible investment strategy

Sahar Nazir
clock 05 March 2025 • 1 min read
Investing for good as well as for gain: Winning clients' hearts and minds

Investing for good as well as for gain: Winning clients' hearts and minds

'This should not be an exercise that we only do because FCA says we must'

Adrian Boulding
clock 10 December 2024 • 8 min read