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A guide to sustainability related disclosures

Insight

Sustainability

This guide by Grania Baird, Jessica Reed and Kya Fear provides a detailed overview of the disclosure requirements under the EU’s Sustainable Finance Disclosure Regulation (SFDR) which are applicable to “financial market participants” (including AIFMs, UCITs managers, and investment firms and credit institutions that provide portfolio management) and “financial advisers”. UK firms will be brought into the scope of the regime where their products are marketed in the EU. Some UK delegated portfolio managers may also find that they are contractually obliged to comply with SFDR requirements under their delegation arrangements with EU AIFMs / EU UCITs management companies.

Click here to read the guide.

 

If you require further information about anything covered in this briefing, please contact Grania Baird, Jessica Reed, Kya Fear, or your usual contact at the firm on +44 (0)20 3375 7000.
This publication is a general summary of the law. It should not replace legal advice tailored to your specific circumstances.
© Farrer & Co LLP, March 2021

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About the authors

Grania Baird banking lawyer

Grania Baird

Partner

Grania leads the financial services regulatory and funds practice at Farrer & Co. She has over 20 years of experience acting for clients across the sector, including private banks, wealth managers, asset managers and, more recently, payment services firms and Fintech businesses.

Grania leads the financial services regulatory and funds practice at Farrer & Co. She has over 20 years of experience acting for clients across the sector, including private banks, wealth managers, asset managers and, more recently, payment services firms and Fintech businesses.

Email Grania +44 (0)20 3375 7443
Jessica Reed lawyer photo

Jessica Reed

Partner

Jessica is an experienced financial services and funds lawyer. She advises a wide range of clients including asset managers, wealth managers, private banks, international financial institutions and charitable institutions on the full spectrum of contractual, transactional and regulatory issues.

Jessica is an experienced financial services and funds lawyer. She advises a wide range of clients including asset managers, wealth managers, private banks, international financial institutions and charitable institutions on the full spectrum of contractual, transactional and regulatory issues.

Email Jessica +44 (0)20 3375 7518
Kya Fear lawyer photo

Kya Fear

Associate

Kya is an associate in our Banking and Financial Services team providing advice to financial services firms, including, asset managers, wealth managers, private banks, and charitable institutions on a broad range of legal and regulatory issues.  

Kya is an associate in our Banking and Financial Services team providing advice to financial services firms, including, asset managers, wealth managers, private banks, and charitable institutions on a broad range of legal and regulatory issues.  

Email Kya +44 (0)20 3375 7509

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