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 ...

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