Posted on: November 4th, 2024
The FCA has updated their SDR webpage with some disclosure practice examples based on their experience at the gateway, which they hope will help firms in their ongoing preparations for adopting fund labels.
See the dropdown ‘Pre-contractual disclosure examples’ under the heading ‘Investment labels’ on our SDR webpage.
Our first impressions :
“SRI Services welcomes the fact the FCA is responding to market concerns by publishing examples of what they believe ‘good’ fund labelling related disclosures looks like. It is helpful to see their opinions – and the structure and brevity of the proposed text are good to see.
We will be considering the content in more detail over the coming days to offer a deeper opinion.”