Code: 4.4.4 · Adults
Aware of disclosure requirements for companies, funds and other financial products and services, including sustainability-related disclosure requirements. Knows where to access these disclosure documents
Knows about sources of information to monitor the performance and the sustainability record of a fund
Understands disclosure documents about companies, funds and other financial products and services, including sustainability-related disclosure documents
Able to research disclosed information related to a financial product, including that which covers sustainability aspects
Able to make informed decisions in line with one's risk profile, sustainability preferences and other preferences based on the disclosure information provided on a fund, a company or a financial product and service
Holds funds accountable for their engagement commitments for instance by checking their voting records at annual general shareholder meetings
Confident to ask for more information when this is not readily available