Preferences
Close Cookie Preference Manager
Cookie Settings
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage and assist in our marketing efforts.
View privacy policy.
Strictly Necessary (Always Active)
Cookies required to enable basic website functionality.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

SerVICES

Periodic disclosure factsheets with calculations of PAI.

SFDR Product Level Disclosures

Get started
No items found.

arrows & pagination

Style Guide

No items found.

With the cleversoft SFDR Product Level Disclosure service for Financial Market Participants (FMPs), you will receive:

Product Level Disclosures in accordance with §6

  • Pre-Contractual: ESG4insurance (live March 10th)​
  • Periodical Disclosure Factsheet with calculations of PAI

Product Level disclosures (§8 & §9)​ are required for all “sustainable” products (i.e. §8 & §9) by FMPs​.

The requirements are:​

  • Pre-contractual disclosure​
  • Periodical disclosure​
  • Collection of various product level data points on the portfolio level​
  • Content:​
  • According to Annex II-IV from RTS / Joint consultation paper​

SFDR PASI calculation & generation for FMPs

Calculation and Reporting required by all FMP for Principle adverse sustainability impacts (PASI), defined in Table I Annex I of RTS.​

Get Connected

Participate in an event, read an article, search our solutions.
LET'S talk!

Short on time? We'll call you.

insertpageurl

Thank you!

Check your email for confirmation.
Oops! Something went wrong — check your form entries and try again.

Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

01
Bulb icon
Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

02
Settings icon
Setup

We ensure you have everything you need to get off to a great start with your compliance software and services.

03
Web development icon
Develop

Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

04
Support icon
Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

05
Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

06
Headset icon
Availability

Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

Enter your details
to get started! 👋

You'll receive an email with next steps.
Thank you! Your submission has been received!
Error! Please try again.