Following confirmation of 1 December 2022 as the filing deadline under the Central Bank’s SFDR Level 2 fast-track approval process, UCITS managers and AIFMs have less than three months to prepare and file SFDR Level 2 pre-contractual disclosure templates for Article 8 and 9 funds with the Central Bank.

This month’s edition of our Asset Management & Investment Funds update is dedicated to supporting fund managers’ SFDR Level 2 compliance preparations and includes:

• the now final, compliance timeline,
• key considerations for fund managers taking account of clarifications from the ESAs and the Commission,
• a Level 2 decision tree to support scoping of obligations, and
• a detailed summary of the Level 2 rules, including for product-level website disclosures not subject to a template

Click here or on the image below to download our update.