UBS
Template for Periodic Disclosure of Financial Products
Pages
9
Time to read
12 mins
Publication
Language
English
Pages
9
Time to read
12 mins
Publication
Language
English
This document is a template for periodic disclosure related to financial products as per the Commission Delegated Regulation (EU) 2019/2088 and Regulation (EU) 2020/852. It specifies the regulatory technical standards for presenting information concerning the principle of 'do no significant harm' and outlines the methodologies for sustainability indicators. The template includes details on environmental and social characteristics, sustainable investment objectives, and the performance of sustainability indicators. It provides a framework for reporting on the sustainable investments made by the financial product, including the proportion of investments aligned with environmental and social characteristics. The document also discusses the criteria for selecting investments based on gender equality and other sustainability factors, as well as the exclusion of companies involved in harmful activities. The financial product's alignment with the EU Taxonomy and its adherence to international norms and guidelines are also addressed.