The Process
- The Central Bank of Ireland has established a fast-track filing process for pre-contractual document updates for UCITS and AIFMs to certify their compliance with the SFDR.
- The responsibility rests with the manager to ensure compliance with SFDR.
- Managers must determine the funds appropriate product classification and ensure pre-contractual disclosures are appropriate to their particular funds.
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Who should make the submission |
What needs to be submitted
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Responsible Person · in the case of a UCITS, it is the management company or UCITS Self- Managed Investment Company (SMIC) · In the case of an AIF- it is the AIFM or the AIF SMIC · In the case of an AIF with a non-EU AIFM, the Responsible Person is the fund itself |
Certify that the amendments are in accordance with the SFDR and do not contain any other amendments to the pre-contractual documentation. |
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What is the deadline |
Where does the submission need to be made |
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Submissions must be made before 10th March 2021 |
Submit along with the amended final dated documents to sfdr@centralbank.ie |
