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Published

March 5, 2025

Standard, guidance and assessment notes

Published

March 5, 2025

Standard, guidance and assessment notes

‎

Published

March 5, 2025

Standard, guidance and assessment notes

‎

Standard

Responsible investment standard

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e4b46f48c0623345f86e8e_Responsible-Investment-Standard.pdf" class="button is-outline">View</a>

<hr>

Guidance notes

Portfolio holdings disclosure

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ae47f08d413d703bc4_Guidance-Note_Portfolio-Holdings-Disclosure.pdf" class="button is-outline">View</a>

Banking product certification

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641aed7ca1bdda563e8d2_Guidance-Note_Banking-Product-Certification.pdf" class="button is-outline">View</a>

Stewardship practices and disclosures

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641aee9f0939c22c9b803_Guidance-Note-Stewardship-Practices-and-Disclosures.pdf" class="button is-outline">View</a>

Product labelling

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ae85ca7e98b9e9ce9f_Guidance-Note-Product-labelling.pdf" class="button is-outline">View</a>

Muti-asset products

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ad0e4ad4ecedb9241a_Guidance-Note-Multi-asset-products.pdf" class="button is-outline">View</a>

<hr>

Assessment notes

P3 - Avoid significant harm

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ad162c2494e4c34a88_Assessment-Note-P3-Avoid-Significant-Harm.pdf" class="button is-outline">View</a>

P2 - Products trading with 'impact' in the label

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641aee7ba47623f449610_Assessment-Note-P2-Products-trading-with-impact-in-the-label-Sep-2023.pdf" class="button is-outline">View</a>

P2 - Products trading with 'sustainable' in the label

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ad9bba8c136e1b78bf_Assessment-Note-Products-trading-with-sustainable-in-the-label-1.pdf" class="button is-outline">View</a>

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Table of contents

Standard

Responsible investment standard

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e4b46f48c0623345f86e8e_Responsible-Investment-Standard.pdf" class="button is-outline">View</a>

<hr>

Guidance notes

Portfolio holdings disclosure

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ae47f08d413d703bc4_Guidance-Note_Portfolio-Holdings-Disclosure.pdf" class="button is-outline">View</a>

Banking product certification

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641aed7ca1bdda563e8d2_Guidance-Note_Banking-Product-Certification.pdf" class="button is-outline">View</a>

Stewardship practices and disclosures

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641aee9f0939c22c9b803_Guidance-Note-Stewardship-Practices-and-Disclosures.pdf" class="button is-outline">View</a>

Product labelling

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ae85ca7e98b9e9ce9f_Guidance-Note-Product-labelling.pdf" class="button is-outline">View</a>

Muti-asset products

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ad0e4ad4ecedb9241a_Guidance-Note-Multi-asset-products.pdf" class="button is-outline">View</a>

<hr>

Assessment notes

P3 - Avoid significant harm

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ad162c2494e4c34a88_Assessment-Note-P3-Avoid-Significant-Harm.pdf" class="button is-outline">View</a>

P2 - Products trading with 'impact' in the label

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641aee7ba47623f449610_Assessment-Note-P2-Products-trading-with-impact-in-the-label-Sep-2023.pdf" class="button is-outline">View</a>

P2 - Products trading with 'sustainable' in the label

<a href="https://cdn.prod.website-files.com/67a17dcc2362afe3723b9c67/67e641ad9bba8c136e1b78bf_Assessment-Note-Products-trading-with-sustainable-in-the-label-1.pdf" class="button is-outline">View</a>