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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…

European Commission considers to extend the exemption period of UCITS KIID following the postponement of new PRIIPs RTS

As anticipated, the European Commission published a consultation paper on 15 July 2021 requesting to extend the exemption period for the UCITS KIID until 30 June 2022.

More

CRR II: new reporting regulation from July 2021. What to consider now.

By the end of June 2021 the updated Capital Requirement Regulation (CRR II) came into force. The goal of the EU regulation is to introduce a more risk-sensitive framework for management credit risks. One of the key outcomes of CRR II will be a stricter client reporting and disclosure regime.

More

New standards for PRIIPs-KIDs as of July 01, 2022

According to information from the German Investment and Asset Management Association (BVI) dated May 21, 2021, the EU Commission plans to delay the start of PRIIPs-KIDsby six months. A package of measures, which will include not only technical adjustments to Level 2 but also a selective amendment to the Level 1 Regulation, is to be forwarded by the EU Commission to the EU Parliament and Council before the end of June 2021.

More

European Commission considers to extend the exemption period of UCITS KIID following the postponement of new PRIIPs RTS

As anticipated, the European Commission published a consultation paper on 15 July 2021 requesting to extend the exemption period for the UCITS KIID until 30 June 2022.

More

CRR II: new reporting regulation from July 2021. What to consider now.

By the end of June 2021 the updated Capital Requirement Regulation (CRR II) came into force. The goal of the EU regulation is to introduce a more risk-sensitive framework for management credit risks. One of the key outcomes of CRR II will be a stricter client reporting and disclosure regime.

More

New standards for PRIIPs-KIDs as of July 01, 2022

According to information from the German Investment and Asset Management Association (BVI) dated May 21, 2021, the EU Commission plans to delay the start of PRIIPs-KIDsby six months. A package of measures, which will include not only technical adjustments to Level 2 but also a selective amendment to the Level 1 Regulation, is to be forwarded by the EU Commission to the EU Parliament and Council before the end of June 2021.

More

ESMA updates its FAQs on AIFMD

On 28th May 2021, ESMA published an update on its FAQ on the application of the Alternative Investment Fund Managers Directive (AIFMD).
Three new questions related to Annex IV reporting were added to the document. In the Section III question number 84, 85 and 86, ESMA provided detailed explanations and examples on the reporting obligation of NET DV01, NET CS01 and NET Equity Delta of the AIF.

More

acarda adds InReg for increased European regulatory monitoring

acarda, a leading European RegTech company and part of LPA Group, has announced a coorperation with InReg, a regulatory maintenance provider that specialises in monitoring changes occurring within the regulatory updates for the asset management and life insurance sectors.

More

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