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SFDR: Level 2 implementation postponed to 1 January 2023

As expected, the European Commission recently announced that the Regulatory Technical Standards (RTS) for the Sustainable Finance Disclosure Regulation (SFDR) will not come into effect until 1 January 2023. This gives asset managers a greater amount of time to prepare and provide sustainability disclosures in sales, annual reports and on their own websites, ensuring that they are in line with the forthcoming regulation.

The deadline for the mandatory reporting on Principal Adverse Impact (PAI) of investment decisions at company level has not been postponed. The collection and monitoring of PAI will still be required from 1 January 2022, as will the reporting of sustainability preferences in accordance with MiFID from 2 August 2022.

Despite the postponement of the pre-contractual reporting requirements, ESG fact sheets must be prepared in compliance with the SFDR as early as next year, as they concern Article 8 and Article 9 funds.

While the delay gives asset managers more time, the complexities and lead time of transitions means we advise firms to organise their data management and regulatory reporting early in line with the future RTS.

Our experts would be happy to further advise you on the details around these regulations.

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In a plenary session on 23 November, the European Parliament extended the transitory period for the use of PRIIPs KIDs,
giving asset managers until 1 January 2023 to comply with the new requirements.

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PRIIPs KIDs: New reporting challenges for asset managers.

The PRIIPs regulation, which has been in force since January 2018, aims to make “packaged” investment instruments and capital-forming insurance products more comparable and understandable for investors.

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acarda becomes “Capmatix Regulations”

acarda wird zu „Capmatix Regulations“. Following integration into the LPA Group product portfolio.

More

SFDR: Level 2 implementation postponed to 1 January 2023

As expected, the European Commission recently announced that the Regulatory Technical Standards (RTS) for the Sustainable Finance Disclosure Regulation (SFDR) will not come into effect until 1 January 2023.

More

New deadlines for UCITS/PRIIPs transition

In a plenary session on 23 November, the European Parliament extended the transitory period for the use of PRIIPs KIDs,
giving asset managers until 1 January 2023 to comply with the new requirements.

More

PRIIPs KIDs: New reporting challenges for asset managers.

The PRIIPs regulation, which has been in force since January 2018, aims to make “packaged” investment instruments and capital-forming insurance products more comparable and understandable for investors.

More

VAG 2.0 template: new reporting requirements for insurance companies and pension funds from December 31.

On July 28, 2021, BaFin announced the updated collective rulings on reporting requirements for insurance companies and pension funds.

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