In the most recent communiqué_, “SFDR data collection exercise for investment fund managers (IFMs) on regulatory requirements in relation to Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR)”, the CSSF launched the data collection exercise which was announced back in July 2022.

The questionnaire must be completed by:

• UCITS management companies;
  
  
• investment companies which have not designated a management company within the meaning of Article 27 of the Law of 17 December 2010 relating to undertakings for collective investment (i.e. “SIAGs”);
  
  
• authorised AIFMs, including internally managed alternative investment funds within the meaning of point (b) of Article 4(1) of the Law of 12 July 2013 on alternative investment fund managers (i.e. “FIAAGs”);
  
  
• managers of a qualifying venture capital fund registered in accordance with Article 14 of Regulation (EU) No 345/2013 and managers of a qualifying social entrepreneurship fund registered in accordance with Article 15 of Regulation (EU) No 346/2013.
  
  

The deadline for submission of the questionnaire is 2 March 2023.

We are here to help

Arendt offers assistance with the ESG EU Compliance Check. A practical solution based on our experience supporting numerous clients on their SFDR implementation. Arendt’s solution will help you make an assessment of where you stand in respect to your obligations and with regard to the ones of the funds you managed. This will make the submission of the questionnaire much easier and more manageable in the future.

Please, get in touch with your main Arendt contacts if you would like more information on our solution. If you require any other guidance around this topic, we are here to help.