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Periodic disclosure factsheets with calculations of PAI.

SFDR Product Level Disclosures

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With the cleversoft SFDR Product Level Disclosure service for Financial Market Participants (FMPs), you will receive:

Product Level Disclosures in accordance with §6

  • Pre-Contractual: ESG4insurance (live March 10th)​
  • Periodical Disclosure Factsheet with calculations of PAI

Product Level disclosures (§8 & §9)​ are required for all “sustainable” products (i.e. §8 & §9) by FMPs​.

The requirements are:​

  • Pre-contractual disclosure​
  • Periodical disclosure​
  • Collection of various product level data points on the portfolio level​
  • Content:​
  • According to Annex II-IV from RTS / Joint consultation paper​

SFDR PASI calculation & generation for FMPs

Calculation and Reporting required by all FMP for Principle adverse sustainability impacts (PASI), defined in Table I Annex I of RTS.​

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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

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Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

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We ensure you have everything you need to get off to a great start with your compliance software and services.

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Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

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