Does this tool tell me whether I’m fully compliant with SFDR?

No. This checker is designed as a practical screening tool, not a legal determination. It helps you review whether the core disclosures commonly expected under SFDR seem to be present, incomplete, or missing based on the information you provide. It can support internal reviews and gap analysis, but it should not be used as a substitute for legal advice, regulatory interpretation, or formal compliance sign-off.

What’s the difference between entity-level and product-level checks?

Entity-level checks focus on disclosures made by the firm itself, such as sustainability risk policies, principal adverse impacts statements, and whether remuneration policies reflect sustainability risk integration. Product-level checks look at whether a specific financial product’s Article 6, 8, or 9 classification is supported by the expected disclosure set, including pre-contractual, website, and periodic information where relevant.

How does the tool handle unclear or partial answers?

If you select answers like partial, unknown, unsure, or in progress, the tool treats those as signs that a disclosure may need further review. Rather than marking the section as passed, it will usually classify it as Needs Attention and add a note explaining why. That makes it easier to spot areas where evidence is incomplete, internal positions are still developing, or the product classification may not be fully supported by the available disclosures.

SFDR Compliance Checker

Review SFDR disclosures with more clarity

An SFDR Compliance Checker can help firms carry out a practical first review of their disclosure position without turning a web tool into a legal opinion. For many teams, the challenge isn’t just knowing the rules exist. It’s checking whether entity-level statements, product disclosures, and supporting website content line up in a way that makes sense.

A practical way to spot gaps

This tool is built for firms assessing core obligations under the Sustainable Finance Disclosure Regulation at either entity or product level. It looks at areas such as sustainability risk policy disclosures, principal adverse impacts statements, remuneration policy integration, and the evidence supporting Article 6, Article 8, or Article 9 positioning. Where taxonomy-related environmental claims are made, it also prompts users to confirm whether supporting references are available.

Useful for internal reviews

A good SFDR Compliance Checker doesn’t promise compliance certification. Instead, it helps compliance, legal, product, and ESG teams identify likely omissions, weak spots, and inconsistent answers before a deeper review. By showing results as a structured checklist with readiness status, flagged gaps, and next steps, the tool makes an SFDR disclosure review easier to understand and quicker to act on.

SFDR Compliance Checker

Review SFDR disclosures with more clarity

A practical way to spot gaps

Useful for internal reviews

FAQ