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SFDR Policies

Manentia Wealth Consulting Group Limited ("MWC Group") is categorized as a Financial Advisor under Article 2 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).”

MWC Group is required to integrating sustainability factors into our investment decision-making and risk management framework. In accordance with the Sustainable Finance Disclosure Regulation (SFDR) defines “sustainability factors” as Environmental, Social, and Governance (ESG) matters, including respect for human rights, anti-corruption, and anti-bribery matters.

 

Our investment approach prioritizes providing advice on products that offer long-term benefits while limiting advice on products that negatively impact ESG factors. However, we recognize that ESG factors are not always the primary determinants in investment or insurance advice. The emphasis on ESG factors varies depending on other important considerations, such as the investment objective, risk tolerance, and time horizon in relation to the client's profile.

As permitted under Article 4 of Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector (the “SFDR”). MWC Group in view of its size and nature of products that are distributed does not consider adverse impacts of investment decisions on sustainability factors.

 

For EU-regulated entities and financial products, this includes compliance with the rules established under the Sustainable Finance Disclosure Regulation (SFDR) (Regulation (EU) 2019/2088). For UK-regulated entities, this encompasses the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD), as adopted by the Financial Conduct Authority (FCA), detailed in the Environmental, Social, and Governance (ESG) sourcebook, which contains rules and guidance for asset managers and asset owner.

 

Consult our Environmental, Social and Governance Policies in the following links:

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