Sustainability Disclosure Requirements (SDR) and Investment Labels
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30 Minutes -
For all staff
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UK
Sustainability rules aim to improve the transparency and credibility of financial products with sustainability objectives. This 30-minute course provides an overview of the Sustainability Disclosure Requirements and investment labels regime, including the anti-greenwashing rule, and explains how evolving investor priorities and these measures work together to support market transparency and trust.
The anti-greenwashing rule applies to all FCA-authorised firms, not only those using a label, and it catches any sustainability claim made to clients. That reaches marketing copy, fund factsheets and conversations. Training staff on what a claim now has to be able to support protects your firm from an exposure that sits in ordinary customer communication rather than in formal disclosure.
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What you’ll learn in
this course
- Learn about the significance of evolving investor priorities and how the SDR, investment labels and anti-greenwashing rule enhance market transparency and trust
- Understand the components of the regime, including the anti-greenwashing rule, the four labels and criteria for sustainable marketing
- Recognise the implications for FCA-authorised firms to ensure that sustainability-related claims are fair, clear and not misleading under the anti-greenwashing rule
- Understand the correct use of sustainability-related terms in communications and marketing to avoid misleading consumers
- Understand how to apply the four labels effectively to aid consumer navigation and instil trust in sustainable investments
- Learn to adhere to detailed disclosure obligations for both institutional investors and consumers seeking comprehensive information
- Understand the role of distributors in making sustainable investment labels and consumer-facing disclosures accessible, thereby aiding informed decision-making by investors
Hear from our customers
Feefo Customer Rating ★★★★★ 4.9/5
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