Sustainable Disclosure Requirements: key dates and takeaways for advisers

William Marshall

14 Feb 2024

Ferris wheel spinning and shinning in blue and purple colours.

The FCA's Sustainable Disclosure Requirements (SDRs) have been put in place to ensure that there’s greater transparency and to improve the trust in funds that are being marketed as “sustainable”.

As with any requirements, these are subject to change/optimisation, so it's important that advisers are keeping their fingers on the pulse regarding any new additions.

With this in mind, we’ve put together an overview for advisers to help you be better prepared for all things SDR related. The overview includes:

  • Key dates that should be in your diary
  • Key takeaways from what we know so far
  • How we can help you implement any SDR obligations

If you have any questions or would like to find out more, please get in touch.