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This document is a template for the pre-contractual disclosure of financial products with sustainable investment objectives, including the promotion of environmental and social characteristics under EU regulations.
Year: 2020
Region / City: European Union
Theme: Sustainable investment
Document Type: Regulatory template
Organ / Institution: European Union
Author: European Commission
Target audience: Financial product providers
Period of validity: Ongoing
Approval date: N/A
Date of changes: N/A
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Template periodic disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852
Year: [complete]
Region / city: [complete]
Subject: Sustainable finance
Document type: Template disclosure
Organization: [complete]
Author: [complete]
Target audience: Financial product managers, investors
Period of validity: [complete]
Date of approval: [complete]
Date of amendments: [complete]
Pre-contractual disclosure statement to the buyer
Year: 2018
Region / City: Western Australia
Theme: Real estate, Community Titles
Document Type: Disclosure statement
Institution: N/A
Author: N/A
Target Audience: Buyers of properties in community titles schemes
Period of validity: N/A
Approval date: N/A
Date of changes: N/A
Confirmation letter issued in relation to the pre-contractual disclosure requirements specified in the Commission Delegated Regulation 2022/1288 of 6 April 2022 supplementing Regulation (EU) 2019/2088 (“CDR”)
Year: 2022
Region / city: EU
Topic: Pre-contractual disclosure requirements, sustainability-related disclosures
Document type: Confirmation letter
Author: Not specified
Target audience: AIFM, fund administrators, financial practitioners
Period of validity: From 1 January 2023
Approval date: Not specified
Date of changes: 31 October 2022
Confirmation letter for the purpose of CSSF visa stamping of the Fund prospectus updated in relation to the pre-contractual disclosure requirements specified in the Commission Delegated Regulation 2022/1288 of 6 April 2022 supplementing Regulation (EU) 2019/2088 (“CDR”)
Year: 2022
Region / City: EU
Subject: UCITS, SFDR, Fund Prospectus
Document Type: Confirmation Letter
Entity / Organization: UCITS Management Company
Author: UCITS Management Company
Target Audience: Regulatory authorities, financial institutions
Period of validity: From 01 January 2023
Approval Date: N/A
Modification Date: N/A
Confirmation letter issued in relation to the pre-contractual disclosure requirements specified in the Commission Delegated Regulation 2022/1288 of 6 April 2022 supplementing Regulation (EU) 2019/2088 (“CDR”)
Year: 2022
Region / city: EU
Topic: Pre-contractual disclosure requirements, sustainability-related disclosures
Document type: Confirmation letter
Author: Not specified
Target audience: AIFM, fund administrators, financial practitioners
Period of validity: From 1 January 2023
Approval date: Not specified
Date of changes: 31 October 2022
Template periodic disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852
Year: [complete]
Region / city: [complete]
Subject: Sustainable finance
Document type: Template disclosure
Organization: [complete]
Author: [complete]
Target audience: Financial product managers, investors
Period of validity: [complete]
Date of approval: [complete]
Date of amendments: [complete]
Confirmation letter for the purpose of CSSF visa stamping of the Fund prospectus updated in relation to the pre-contractual disclosure requirements specified in the Commission Delegated Regulation 2022/1288 of 6 April 2022 supplementing Regulation (EU) 2019/2088 (“CDR”)
Year: 2022
Region / City: EU
Subject: UCITS, SFDR, Fund Prospectus
Document Type: Confirmation Letter
Entity / Organization: UCITS Management Company
Author: UCITS Management Company
Target Audience: Regulatory authorities, financial institutions
Period of validity: From 01 January 2023
Approval Date: N/A
Modification Date: N/A
Topics: 2020852 Pre-contractual 20192088