EY Managed Services Webcast - SFDR disclosure reporting and EET for asset managers and insurers

EY Managed Services Webcast - SFDR disclosure reporting and EET for asset managers and insurers

Great news: The new PRIIPs RTS application date has finally been postponed to 1st January 2023. This is a big relief for the asset management and life insurance industry. ‘EU PRIIPs II’ requires asset managers to transition from the UCITS KIID to the PRIIP KID. Furthermore, insurers cannot rely anymore on the UCITS KIID and need to produce Specific Information Documents (“SIDs”) per each external fund.

Another great piece of news is that the new draft RTS for SFDR disclosure reporting and taxonomy alignment has been released by the ESAs. To smoothen the required data exchange between asset managers and distributors/insurers, a new template, the European ESG Template (“EET”), has been created. While the pre-contractual document is required for 1st July 2022, the EET will be required in advance in order to give distributors/insurers enough time to implement.

Hence, we are pleased to invite you to our new webcast:

“SFDR disclosure reporting and EET for asset managers and insurers”

Join us for our dedicated webcast series in English and French to find out everything you need to know to start developing your SFDR disclosure reporting & Taxonomy alignment as well as to get familiar with the EET. Topics covered include:

1. Overview of SFDR reporting requirements (pre-contractual & periodic reporting)

2. Why was the EET created and what does it entail?

3. How to best prepare your organisation to meet the SFDR reporting, Taxonomy, EET exchange requirements?

4. Wrap-up, conclusion and outlook

You can also register to the French session on 30 November 2021 by clicking here.

We look forward to engaging with you!

Presenters

Bernhard Bittner
EY EMEIA WAM Regulatory Reporting Leader
Fanny Picard
Fanny Picard
EY Luxembourg Consultant

Webcast

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