RC7: SFDR Product Category

Maximum Score

Not scored

Prefill

Eligible

Validation

Evidence is not required

2026 Updates

None

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SFDR product category

Assessment Instructions

Intent: What is the purpose of this indicator?

Select the SFDR product category of the fund.

Input: How do I complete this indicator?

Select the option applicable to the reporting entity.

Terminology

Article 8

Where a financial product promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices.

Article 9

Where a financial product has sustainable investment as its objective.

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References

References

Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector