ESG – templates and services

Firms will have to make key strategic decisions about how they integrate sustainability into their business and their financial products and prepare complex new disclosures at both firm-level and product-level.

How can we help?

We have developed a suite of templates available to firms including the required SFDR policies and disclosure wording. Please contact us for our menu and prices. In addition, we can help you with:

• scoping advice

• project planning

• strategic decision making

• template policies

• disclosure wording

• advice on the legal process to update product documentation

• our fixed-fee pricing for standard ESG template documentation and disclosures; and

• bespoke pricing for other ESG documentation reviews and advice.

Our approach

Drawing on our long track-record of working with industry on regulatory change projects and our expertise in respect of the new EU ESG regulations, we offer solutions which are technically robust, commercially sound, and cost-effective.

We suggest firms adopt a three-phase approach to their ESG implementation projects:

• Phase 1: Scoping and decision-making
• Phase 2: Initial implementation
• Phase 3: On-going obligations and post-Day 1 obligations

We can help you with each of these.

Note: many important aspects of the Sustainable Finance Disclosures Regulation (SFDR) will apply to all financial market participants, even those which do not have an express ESG-focus or sustainability focus.

Simmons & Simmons ESG notes for clients can be found here.

Please see also see our Sustainable Financing and ESG Investment feature.