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EU SFDR Sustainable Finance Disclosure Evidence & Implementation Kit

$249.00
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EU SFDR · Sustainable Finance Disclosure Regulation · Evidence & Implementation Kit
Comply with the SFDR, without decoding PAI statements and the Article 8 and 9 rules yourself.
Every SFDR obligation handed to you as an adopt-ready control, from the entity-level disclosures and principal adverse impacts through the Article 8 and 9 product disclosures to the pre-contractual, periodic and website reporting, with the evidence a supervisor examines.
Disclosure-ready in a weekend, not a quarter.

Here is the honest situation. The Sustainable Finance Disclosure Regulation makes sustainability disclosure mandatory for financial market participants and advisers, and the Regulatory Technical Standards set the exact content and templates. It requires entity-level disclosures on integrating sustainability risks, a principal adverse impact statement or a reasoned explanation, the product categorisation between Article 6, 8 and 9, the pre-contractual and periodic templates, website disclosures, and consistency between marketing and disclosures. Building that and evidencing it to a supervisor is real work, and a firm that overstates a product as Article 8 or 9 without the disclosures to back it is exactly where firms fall short.

This Kit removes that build. It is every SFDR obligation written as an adopt-ready control you personalize in a weekend, with the evidence a supervisor examines.

What you get, the moment you buy

33
Obligations as adopt-ready controls. Every SFDR obligation, from the entity-level disclosures and PAI through the Article 8 and 9 product disclosures, the pre-contractual and periodic templates and the website disclosures, written so you personalize and apply it.
33
Evidence-they-examine checklists. For each control, exactly what a supervisor examines, plus where firms fall short, so you close the gap first.
1
Sustainability Disclosure Control Matrix, pre-built. Every obligation in a working spreadsheet, ready to record status, owner and evidence location.
1
Gap & Readiness Assessment. Score each obligation and the workbook returns your readiness as a single percentage, and exactly what to fix next.

Grounded in the Sustainable Finance Disclosure Regulation (EU) 2019/2088 and the RTS (Commission Delegated Regulation 2022/1288), with the entity-level disclosures, the principal adverse impact statement, the Article 8 and 9 product disclosures, the templates and the marketing-consistency rule called out. Editable Word and Excel files.

Article 8 and 9 is a claim you must be able to back
Labelling a product as promoting environmental or social characteristics (Article 8) or as having sustainable investment as its objective (Article 9) is a claim, and supervisors and the market check it against the disclosures and the data. An unbacked claim is greenwashing risk. This Kit builds the Article 8 and 9 disclosures and the evidence, so the categorisation holds up.

What one control looks like

This is scope and the key definitions, where SFDR compliance begins. All 33 are built to this depth.

SFDR-1 Confirm status as in-scope entity SCOPE
Put this control in place

Assess and document whether [your firm name] meets the definition of a financial market participant or a financial adviser under Article 2, capturing the authorisation basis, the products manufactured or advised on, and the resulting disclosure obligations, and record this scoping determination so that every downstream entity and product disclosure duty is traced back to a confirmed legal status.

Regulatory note.

Article 2 defines both financial market participants and financial advisers, and scope drives all obligations.

Evidence a supervisor examines
  • Scoping memorandum classifying the entity under Article 2
  • Register of authorisations and licences held
  • Product and service inventory tied to obligation type
  • Legal sign-off on the classification
Common finding they raise: Firms advising on insurance or pensions often overlook that they fall within the financial adviser definition and skip disclosures entirely.

Why this is not another template pack

  • The evidence is the point. A disclosure you cannot evidence is greenwashing exposure. This tells you what a supervisor examines and where firms fall short, for every obligation.
  • PAI and Article 8 and 9 built in. The principal adverse impact statement, the product categorisation and the RTS templates are written into the controls, the substance the SFDR requires.
  • Built on a mapped compliance corpus, not one person's opinion, from a graph of thousands of controls across standards.
  • It compounds. The SFDR connects to the EU Taxonomy and the CSRD, so this work feeds your wider sustainable finance and reporting program.

Who buys this

Financial market participants and financial advisers under the SFDR, and the compliance, product and sustainability leads who own it. Whether it is a first disclosure or an annual update, you save weeks and walk in with the entity, product and PAI disclosures structured.

By the end of the weekend you will have
✓  An adopt-ready control for all 33 obligations
✓  A completed sustainability disclosure control matrix
✓  The evidence a supervisor examines
✓  Your PAI statement and Article 8 and 9 disclosures in place
✓  A readiness percentage and a fix list
✓  The greenwashing gaps closed

Common questions

Is it really editable? Yes. Word and Excel files you own and adapt. No portal, no subscription.

Is this legal advice? No. It is an implementation toolkit grounded in the Regulation and the RTS. For a specific matter consult counsel; this gets your controls and evidence in order fast.

Does it cover principal adverse impacts? Yes. The PAI statement, the mandatory and opt-in indicators and the comply-or-explain rule are their own control group.

Does it cover Article 8 and 9? Yes. The product categorisation and the pre-contractual, periodic and website disclosures for each are built as controls.

What if it is not for me? A 30-day money-back guarantee.

Do not label a product Article 8 or 9 you cannot back.
Every SFDR obligation is fast to adopt with the Kit. It is instant, and it is guaranteed.
Add it to your cart and be disclosure-ready this weekend.

Instant digital download · 30-day money-back guarantee · The Art of Service Pty Ltd, GPO Box 2673, Brisbane QLD 4001 · support@theartofservice.com

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