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Code: 4.4.4 · Adults

Disclosure

Descriptors

Knowledge

What you can do at this level

  • Ksustainabledaily-life

    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

  • Ksustainabledaily-lifelarge-majority

    Knows about sources of information to monitor the performance and the sustainability record of a fund

  • Ksustainable

    Understands disclosure documents about companies, funds and other financial products and services, including sustainability-related disclosure documents

Skill

What you can do at this level

  • Ssustainable

    Able to research disclosed information related to a financial product, including that which covers sustainability aspects

  • Ssustainable

    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

  • Ssustainablelarge-majority

    Holds funds accountable for their engagement commitments for instance by checking their voting records at annual general shareholder meetings

Attitude

What you can do at this level

  • Adaily-lifelarge-majority

    Confident to ask for more information when this is not readily available

Learning outcome types
K — What you need to know: theoretical understanding and factual information.
S — What you can do: practical and technical abilities.
A — How you approach things: values, dispositions and behaviours.