SDR Services
SDR Services
We have followed the development of these requirements closely, participating in the FCA’s policy consultation process, and are well equipped to help our clients of SDR at both an entity and product level.
We can help you understand the scope and requirements of the SDRs, and assist with alignment to the labels, drafting disclosures, policies and procedures as well as providing ongoing support for periodic reporting.
How We Can Help
Strategy
Understand your investment strategy and determine which elements of SDR apply to you.
Framework
Design and build an alignment framework for relevant elements including product labels if desired.
Documentation
Draft policies, procedures and disclosures.
Reporting
Complete periodic reporting annually.
SDR Teach-In
If you’re not sure about SDR; whether you’re in scope, whether one of the sustainability labels are a good fit for your product, or if you’d simply like to understand more about the Sustainability Disclosure Requirements, get in touch and we’d be happy to arrange a free “teach-in”.
What is SDR?
The Sustainability Disclosure Requirements (SDR), published by the Financial Conduct Authority in late November 2023, currently apply to UK-firms and UK-domiciled products marketed in the UK.
As well as Sustainability product labels, the SDRs include important anti-greenwashing rules which apply to all FCA authorised firm.
Read more about the scope and focus of the SDR.