UK ESG – Simmons menu of templates for firms subject to FCA TCFD rules

As we reported at the time, the UK's FCA has introduced mandatory climate-related reporting for UK asset managers, aligned with the recommended disclosures of the Task Force on Climate-related Financial Disclosures (TCFD).

Affected firms must make management-entity level disclosures, and separate disclosures for each in-scope financial product.

• A small number of the largest UK asset managers (Phase 1) had to publish their first disclosures by 30 June 2023.

• The majority of in-scope firms (Phase 2), though, must do so for the first time by 30 June 2024.

We have prepared a menu of standard-form templates to help Phase 2 firms on these requirements -- the templates are available for purchase at a fixed fee. We are also happy to discuss bespoke advisory projects.

Please click here to download our document, which

• outlines our menu of templates and

• provides a summary of which firms and products are subject to mandatory TCFD-aligned reporting.

Please contact us to discuss pricing for your required templates.