Extension of the initial submission deadline for the SFDR data collection exercise on precontractual disclosures
This communiqué follows up on the CSSF communiqué published on 24 March 2023 in relation to the SFDR data collection exercise on precontractual disclosures.
In order to give due account to discussions held in this context with financial market participants (FMPs), the CSSF is hereby extending the deadline by which FMPs are asked to submit the initial report(s) on precontractual information of all financial products within the scope of the data collection exercise.
FMPs are requested to provide the relevant information on a best effort basis by 15 June 2023, and in any event by 31 October 2023 at the latest. After the initial declaration, FMPs remain responsible for ensuring that the information provided is being kept up to date; in case of changes to the precontractual documents/templates, FMPs must update the data reported under the SFDR data collection by transmitting subsequent declarations.
24 March 2023
SFDR data collection exercise applicable to investment fund managers (IFMs) and institutions for occupational retirement provision (IORPs) on precontractual disclosures in relation to Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR) and Regulation (EU) 2020/852 on the establishment of a framework to facilitate sustainable investment (TR)Communiqué
24 March 2023 - Updated on 12 May 2023
SFDR UCI precontractual data collection – practical and technical guidanceRelated publications : SFDR data collection exercise for investment fund managers (IFMs) on regulatory requirements in relation to Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR) SFDR data collection exercise applicable to investment fund managers (IFMs)…Technical document