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Sustainable Finance Disclosure Regulation
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Title (English)
Title (German)
Kind
Approval
Due Diligence
Governance
Other
Record Keeping
Reporting
Stakeholder Engagement
Frequency
Annual
Biennial
Continuous
Event-triggered
Monthly
One-time
Other
Quarterly
Weekly
Check frequency
Annual
Biennial
Continuous
Event-triggered
Monthly
One-time
Other
Quarterly
Weekly
Rule set
Regulation-wide (no rule set)
Covered financial market participants and financial advisers
Insurance intermediaries and investment firms meeting the employee threshold
Optionally covered small insurance intermediaries and investment firms
Complexity (0–5)
Business functions
Communications
Compliance
Executive
Finance
Human Resources
Legal
Operations
Other
Procurement
Product
Sales
Sustainability
Description (English)
Financial advisers must describe in pre-contractual disclosures how sustainability risks are integrated into advice and their likely impact on returns; if deemed irrelevant, they must clearly explain why.
Description (German)
Finanzberater müssen in vorvertraglichen Informationen beschreiben, wie Nachhaltigkeitsrisiken in die Beratung integriert werden und welche voraussichtlichen Auswirkungen sie auf die Renditen haben; bei fehlender Relevanz sind die Gründe klar zu erläutern.
Affected products/services (English)
Financial products on which financial advisers provide investment or insurance advice
Affected products/services (German)
Finanzprodukte, zu denen Finanzberater Anlage- oder Versicherungsberatung erbringen
Checking responsibility (English)
Checking responsibility (German)
Check method (English)
Check method (German)
Withdrawn at
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