Sustainability Disclosure Requirements & Investment Labels Course

The SDR and investment-labelling regime applies to UK asset managers and their UK-domiciled products that are marketed in the UK. All FCA-regulated firms need to comply with the anti-greenwashing rule which is a key component of this framework.

The new regime aims to equip investors with the necessary tools to navigate the market, identify genuinely sustainable products and reduce greenwashing risks.

Our Sustainability and Disclosure Requirements and Investment Labels Course provides an overview of these regulations and how to comply with them.

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SDR & Investment Labels course

About this Course

Available as part of our FCA Compliance Library.

Learning Objectives

This course will prepare your employees to:

  • Learn about the significance of evolving investor priorities and how the SDR, investment labels and anti-greenwashing rule enhance market transparency and trust
  • Understand the components of the regime, including the anti-greenwashing rule, the four labels and criteria for sustainable marketing
  • Recognise the implications for FCA-authorised firms to ensure that sustainability-related claims are fair, clear and not misleading under the anti-greenwashing rule
  • Understand the correct use of sustainability-related terms in communications and marketing to avoid misleading consumers
  • Understand how to apply the four labels effectively to aid consumer navigation and instil trust in sustainable investments
  • Learn to adhere to detailed disclosure obligations for both institutional investors and consumers seeking comprehensive information
  • Understand the role of distributors in making sustainable investment labels and consumer-facing disclosures accessible, thereby aiding informed decision-making by investors
  • Maintain and keep appropriate records for financial transactions in line with regulatory requirements

Course Outline

Welcome

What are the SDR, investment labels and anti-greenwashing rule

- The regime
- Implementation timeline
- Consumer Duty
- Expansion of the regime

Anti-greenwashing rule

- The FCA's anti-greenwashing rule explained
- You decide: The FCA's anti-greenwashing rule
- How to handle sustainability-related claims
- Implementing an anti-greenwashing strategy & framework

SDR & labelling regime

- Bridging the information gap
- Intenionality
- Enterprise & investor contributions
- Channels for positive outcomes
- Investment labels
- You decide: Investment labels

General qualifying criteria

- You decide: General qualifying criteria
- General qualifying criteria

Naming & marketing

- Naming
- Marketing
- You decide

Consumer-facing disclosures

- Detailed product-level disclosures
- Entity-level disclosures
- Management of sustainability risks & opportunities
- Global reporting frameworks

Distributors

SDR & international regulations

Summary

Affirmation

Assessment

Course Specifications

Structure

Structure

Approximately 30-minute long e-learning course followed by a 10-question assessment.

Audience

Audience

Suitable for all staff - examples and interactivities designed for staff at all levels. No previous knowledge or experience is required.

Design

Design

SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via a client style sheet.

Compatibility

Compatibility

All Windows, Mac OSX, iOS, Android (Flash-free for mobile compatibility). AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC.

Tailoring

Tailoring

Fully customisable on Skillcast Portal CMS.

Translation

Translation

Pre-translated versions not available, but all text content can be exported for translation into all languages.

Localisation

Localisation

Based on UK legislation, but suitable for global audiences upon the removal of UK-specific references and translation as necessary.

FCA Courses Library

Our FCA Course library of over 60 training modules covers everything from high-level and conduct of business standards to thematic topics, including treating customers fairly.

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