Sustainability Disclosure Requirements & Investment Labels Course

The SDR and investment-labelling regime applies to UK asset managers and their UK-domiciled products that are marketed in the UK. All FCA-regulated firms need to comply with the anti-greenwashing rule which is a key component of this framework.

The new regime aims to equip investors with the necessary tools to navigate the market, identify genuinely sustainable products and reduce greenwashing risks.

Our Sustainability and Disclosure Requirements and Investment Labels Course provides an overview of these regulations and how to comply with them.

About this Course

Available as part of our FCA Compliance Library.

Learning Objectives

This course will prepare your employees to:

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
Maintain and keep appropriate records for financial transactions in line with regulatory requirements

Course Outline

Welcome

What are the SDR, investment labels and anti-greenwashing rule

- The regime
- Implementation timeline
- Consumer Duty
- Expansion of the regime

Anti-greenwashing rule

- The FCA's anti-greenwashing rule explained
- You decide: The FCA's anti-greenwashing rule
- How to handle sustainability-related claims
- Implementing an anti-greenwashing strategy & framework

SDR & labelling regime

- Bridging the information gap
- Intenionality
- Enterprise & investor contributions
- Channels for positive outcomes
- Investment labels
- You decide: Investment labels

General qualifying criteria

- You decide: General qualifying criteria
- General qualifying criteria

Naming & marketing

- Naming
- Marketing
- You decide

Consumer-facing disclosures

- Detailed product-level disclosures
- Entity-level disclosures
- Management of sustainability risks & opportunities
- Global reporting frameworks

Distributors

SDR & international regulations

Summary

Affirmation

Assessment

Course Specifications

Structure

Approximately 30-minute long e-learning course followed by a 10-question assessment.

Audience

Suitable for all staff - examples and interactivities designed for staff at all levels. No previous knowledge or experience is required.

Design

SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via a client style sheet.

Compatibility

All Windows, Mac OSX, iOS, Android (Flash-free for mobile compatibility). AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC.