A practitioner course covering the FCA's Sustainability Disclosure Requirements (SDR) and investment labels regime — the UK's landmark regulatory framework for preventing greenwashing in the investment industry and providing clarity to consumers on the sustainability characteristics of investment products. This course covers the anti-greenwashing rule (effective 31 May 2024), the four sustainability labels (Sustainability Focus, Sustainability Improvers, Sustainability Impact, and Sustainability Mixed Goals), the qualifying criteria that products must meet to use a label, the naming and marketing rules that restrict the use of sustainability-related terms in product names and promotions, and the ongoing disclosure and reporting requirements. Designed for fund managers, compliance officers, product specialists, and financial advisers, this course equips you with the technical knowledge to classify products under the labels regime, design compliant product disclosures, implement the anti-greenwashing rule across all client communications, and prepare for the ongoing reporting obligations that accompany labelled products.
Developed by practitioners with hands-on experience implementing CSRD, EU Taxonomy, SFDR, UK SDR, and TPT frameworks.