FCA Sustainability Labels - Navigating the Rules

Introduction

A continued focus of the FCA is supporting consumers who want their investment solutions to be ‘green’ or environmentally sustainable.

This means additional rules and ongoing review of firms’ activity when promoting sustainable solutions.

It also means ensuring that these solutions are described fairly and managed appropriately, with no deceptive practices that result in clients’ investments being less sustainably sound than they believed.

Getting this wrong is costly.

This new virtual classroom seminar will provide you with expert guidance on how to stay FCA compliant and avoid penalties and reputational damage.

The session is essential for all staff involved in advising on, selling, or administering investment solutions positioned as sustainable.

It is also suitable for anyone supporting firms in relation to these activities.

What You Will Learn

This live and interactive course will cover the following:

• Deciphering the FCA's SDR - the purpose and impact of the new regulations
• Investment labels - a clear breakdown of ‘sustainability focus’, ‘sustainability improvers’ and ‘sustainability impact’ labels, and how these feed into ‘sustainability mixed goals’
• Avoiding greenwashing pitfalls and complying with the FCA's anti-greenwashing rule
• Navigating naming and marketing - ensuring your product names and marketing materials are compliant
• Disclosure requirements - what information you need to provide to investors
• Practical implementation - how to check appropriate integration of the rules into your firm

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.