The Personal Investment Management & Financial Advice Association (PIMFA)

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In Person
14th December, 2023
11:00am - 12:00pm
Free

PIMFA Webinar: Get up to date on the SDR and investment labels final rules and guidance

Join us for a webinar discussion on the Sustainability Disclosure Requirements and investment labels regime and a deep dive into the final rules and guidance. The Sustainability Disclosure Requirements and investment labels regime aims to help consumers navigate the market for sustainable investment products. The rules introduce: An anti-greenwashing rule for all FCA-authorised firms. The FCA is also   consulting on supporting guidance. Naming and marketing...
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Join us for a webinar discussion on the Sustainability Disclosure Requirements and investment labels regime and a deep dive into the final rules and guidance. The Sustainability Disclosure Requirements and investment labels regime aims to help consumers navigate the market for sustainable investment products. The rules introduce:

  • An anti-greenwashing rule for all FCA-authorised firms. The FCA is also   consulting on supporting guidance.
  • Naming and marketing rules for investment products, to ensure the use of sustainability-related terms is accurate.
  • Four labels to help consumers navigate the investment product landscape and enhance consumer trust.
  • Consumer-facing information to provide consumers with more accessible information.
  • Detailed information targeted at institutional investors and consumers seeking more information in pre-contractual, ongoing product-level, and entity-level disclosures.
  • Requirements for distributors to ensure that product-level information (including the labels) is made available to consumers.

Jessica Reed

Partner
Farrer&Co

Kya Fear

Associate
Farrer&Co

Vanessa Bingle

Director, ESG and Responsible Investment
Alpha FMC

Dominic Lloyd

Senior Manager
Alpha FMC