New Sustainability Disclosure Requirements

To help consumers navigate the market for sustainable investment products, the FCA is implementing the Sustainability Disclosure Requirements (SDR) and investment labels regime.

Under this regime, from 31 July 2024, firms can begin using sustainability labels for their products with accompanying disclosures summarising the product’s key sustainability characteristics.

On 2 December 2024, the FCA’s naming and marketing rules come into force, meaning firms that are not using a sustainability label for their products, but are using sustainability-related terms in the name or promotional material, will need to provide the same type of disclosures as required for a labelled product.

As a distributor Transact will communicate these labels and disclosures to clients as soon as is practicable, in line with the FCA’s rules.

1. Introduction
2. TOL Recent Enhancements 
3. Non-advised Clients Need Advice
4. Removal of Adviser Purchase Related (Initial and Switch) Fees
5. New Sustainability Disclosure Requirements
6. Insights From Australia
7. Transact – BlackRock MPS
8. The Increasing Popularity Of The Investment Bond
9. Transitional Tax-Free Amount Certificates
10. Interest on Cash
11. Transact Events 2024