knowledge 17 November 2022 |

ESAs publish Q&As on SFDR RTS

On 17 November 2022, the European Supervisory Authorities (the “ESAs”) published a ‘Questions and answers (Q&A) on the SFDR Delegated Regulation (Commission Delegated Regulation (EU) 2022/1288)’ (the “Q&As”) (here).

The Q&As consider the SFDR regulatory technical standards (the “SFDR RTS”) under the following headings:

  • current value of all investments in PAI and taxonomy-aligned disclosures;
  • PAI disclosures;
  • financial product disclosures;
  • multi-option products;
  • taxonomy-aligned investment disclosures; and
  • financial advisers and execution-only FMPs.

Comment and next steps

Fund managers should note and take account of the Q&As in preparation for the 1 December 2022 deadline for streamlined filing of SFDR RTS disclosures with the CBI (further detail on this filing process is outlined in our briefing (here)).

This document has been prepared by McCann FitzGerald LLP for general guidance only and should not be regarded as a substitute for professional advice. Such advice should always be taken before acting on any of the matters discussed.