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Ch. 10INTERMEDIATE ~15 mins
Fund Documentation
Prospectus, KID, SFDR reports and annual reports
YOUR ROLE
You are: Head of Reporting
CSSF requests your SFDR Periodic Report
ProspectusKIDSFDRAnnual ReportPRIIPsKIIDp.360–410
WHAT YOU WILL PRACTICE
- What must a UCITS prospectus contain?
- What are SFDR Article 8 periodic reporting requirements?
- What is the KID under PRIIPs?
- When must SFDR PAI indicators be disclosed?
Interactive · ~15 minutes · p.360–410
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Related Chapters
Ch. 14Sustainable Finance (ESG)
SFDR documentation requirements are a core ESG obligation
Ch. 12Marketing & Distribution
Prospectus and KID must be provided to investors before subscription
Ch. 5Governance & Liability
Board must approve prospectus and material changes
Ch. 13Stock Exchange Listing
Listed funds have additional prospectus requirements under Prospectus Regulation
Key Legislation
§UCITS V Directive Art. 63–82
§PRIIPs Regulation
§SFDR Level 2 RTS
§Prospectus Regulation 2017/1129