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SFDR: new MiFID II EMT version 3.1 required by 10/03/2021.

acarda upgrades its reporting platform with a SFDR module with scoring, classification and the publication functions according to SFDR Level 1 and 2.

The SFDR Level 1 Disclosure Regulation requires, by 10 March 2021, all funds to define their ESG category (SFDR Article 6, 8 or 9) and sustainable funds to publish their strategy, methodology and measurement methods on their website and in their pre-contractual documents. The EMT format has therefore been extended to include fields for SFDR classification and ESG labels. Field 56 has changed codification; 4 more fields (field 95 to 98) have been added into the EMT3.1 version.

acarda now also provides the new EMT 3.1 format in parallel to the current EMT 3.0 format. With the PRIIPs/MiFID reporting module on the acarda platform, our customers can now add the additional data directly or import them via a CSV file. A new interface has been created in our data collection tool (AMT- acarda master template) to collect ESG related data.

Furthermore, acarda – together with market-leading data providers – now also offers within its own SFDR module: Scoring of your portfolios and classification according to Articles 6, 8 or 9 of the SFDR guideline, as well the production of disclosure and website texts according to Level 1; from 01.01.2022 according to Level 2.

In addition, together with a renowned law firm, we are able to advise you on the sustainable orientation of your products.

Our services and added value in detail:

  • Consulting on sustainable product positioning and alignment of investments
  • Obtaining external (E)SG scoring data for your investments and target funds.
  • Allocation, normalisation and calculation of scoring data, including target funds for Level 1.
  • Rule- and scoring-based classification of your products and portfolios according to article 6, 8 or 9
  • Production of Level 1- compliant documentation for pre-contractual information and web pages as a web service or PDF.
  • Mapping of Level 2 SFDR product pages and texts for the annual report.
  • Generation of the EET, EMT, EPT and TPT based on our participation in the FinDaTex Working Group.

And last but not least

  • Creation of further reports such as MiFID EMT, PRIIPs EPT, Solvency II TPT with SCR, AIFMD, CRR Solva; in the future, also PRIIPs KID, as well as CSDR on the integrated acarda SaaS compliance platform.
  • Dashboard access to all data, calculations, transformations and reports.
    You alone release the results before they go to the recipients.

Press contact
Jessica Schreiner

Phone:+49 15 25 47 62 361
Email: jessica.schreiner@acarda.de

More news…

acarda receives ISO certification for information security

acarda has successfully passed this year’s certification audit in accordance with ISO 27001 for the scope “Software development and operation of SaaS solutions for the reporting of private and investment funds”.

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ESMA calls for improvement of data quality in AIFMD reporting.

On 8th April the European Securities and Markets Authority (ESMA) published the annual statistical report on EU Alternative investment funds2. In the report, ESMA calls for improvement of the data quality in the Annex IV reporting. In addition, the reports calls for the follow-up of the improvement of the Alternative Investment Fund Managers Directive (AIFMD) by the European Commission, which was initiated in August 2020.

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CRR II: Focus on transparency and new standards for investment funds

The updated Capital Requirements Regulation, known as CRR II and laid out in Regulation (EU) 2019/876, will come into force end of June 2021. While the update in general encompasses numerous topics in relation to Pillar I of the regulation, only some of them will be immediately relevant for the fund industry and associated service providers.

More

acarda receives ISO certification for information security

acarda has successfully passed this year’s certification audit in accordance with ISO 27001 for the scope “Software development and operation of SaaS solutions for the reporting of private and investment funds”.

More

ESMA calls for improvement of data quality in AIFMD reporting.

On 8th April the European Securities and Markets Authority (ESMA) published the annual statistical report on EU Alternative investment funds2. In the report, ESMA calls for improvement of the data quality in the Annex IV reporting. In addition, the reports calls for the follow-up of the improvement of the Alternative Investment Fund Managers Directive (AIFMD) by the European Commission, which was initiated in August 2020.

More

CRR II: Focus on transparency and new standards for investment funds

The updated Capital Requirements Regulation, known as CRR II and laid out in Regulation (EU) 2019/876, will come into force end of June 2021. While the update in general encompasses numerous topics in relation to Pillar I of the regulation, only some of them will be immediately relevant for the fund industry and associated service providers.

More

More transparency for PRIIPs KIDs: Holistic and automated reporting reduces costs and gives clients a competitive edge

The regulatory dynamics on the capital market will remain high over the coming years. In 2022, following approval by the European Commission and the European Parliament, the new Regulatory Technical Standards (RTS) for Key Information Documents (KIDs) of Packaged Retail Investment and Insurance-based Products (PRIIPs) with a revised performance calculation and different methods for calculating transaction costs will come into force.

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Security Information

Over the past few days we have been asked if acarda is affected by the security breaches related to Microsoft Exchange Server security vulnerabilities.

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