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CSSF: SFDR UCI periodic data collection – Practical and technical guidance (Updated)

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Last Updated on June 3, 2025 by Arnaud Collignon

Understanding the SFDR UCI Periodic Data Collection

The Sustainable Finance Disclosure Regulation (SFDR) has introduced significant changes in how financial market participants disclose sustainability-related information. This post aims to provide practical and technical guidance on the periodic data collection for Undertakings for Collective Investment (UCI) under the SFDR framework.

Key Objectives of the SFDR

  • Transparency: Enhance transparency in the sustainability profiles of financial products.
  • Standardization: Create a standardized approach to sustainability disclosures.
  • Accountability: Hold financial institutions accountable for their sustainability claims.

Periodic Data Collection Requirements

Financial market participants must adhere to specific requirements when collecting and reporting data. Here are the essential aspects to consider:

  • Frequency: Data must be collected periodically, as specified by the regulatory guidelines.
  • Data Points: Ensure that all relevant sustainability indicators are included in the data collection process.
  • Consistency: Maintain consistency in data reporting to facilitate comparability across different entities.

Practical Guidance for Implementation

To effectively implement the periodic data collection, consider the following steps:

  • Establish Clear Processes: Develop clear internal processes for data collection and reporting.
  • Utilize Technology: Leverage technology solutions to streamline data management and reporting.
  • Training and Awareness: Ensure that all relevant staff are trained on the SFDR requirements and data collection processes.

Technical Considerations

When collecting data, it is crucial to address the following technical aspects:

  • Data Quality: Ensure high-quality data is collected to support accurate reporting.
  • Data Security: Implement robust security measures to protect sensitive information.
  • Compliance: Regularly review compliance with SFDR requirements to avoid potential penalties.

Conclusion

Adhering to the SFDR UCI periodic data collection requirements is essential for financial market participants aiming to enhance their sustainability disclosures. By following the guidance outlined above, organizations can ensure they meet regulatory expectations while promoting transparency and accountability in their sustainability practices.

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