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Greenwashing – for distributors of financial products

1. INTRODUCTION AND WELCOME

  • Welcome, course objectives and agenda
  • Where do we find key materials about greenwashing?
    • FCA ESG rulebook and ASA Code chapter 11
    • FG 24/3, ASA and CMA guidance
    • ASA Bulletins and rulings
    • FCA ESG 2021 Principles and 2023 review

 

2. MASTERING THE RULES

  • FCA labels rule
  • FCA Greenwashing rules
  • Advertising Standards Authority Greenwashing rule CAP 11

 

3. FINDING GREENWASHING GUIDANCE

  • FG 24/3
  • ASA The environment: misleading claims and social responsibility in advertising: Advertising Guidance (non-broadcast and broadcast)
  • Competition and Markets Authority Guidance

 

4. STUDYING THE KEY THEMES

  • Truthful, accurate, clear and unambiguous, not omitting or hiding crucial information
  • Considering the full lifecycle of the product or service
  • Substantiation – prove it
  • Fair and meaningful comparisons to other products
  • Social responsibility

 

5. LEARNING FROM THE FCA ESG PRINCIPLES

  • FCA, Authorised ESG and sustainable investment funds: improving quality and clarity, 19 July 2021, Annex 1
  • Testing how Authorised Fund Managers are embedding the Guiding Principles in ESG and sustainable investment funds, 16 November 2023

Get in touch

Contact Adam by e-mail, phone or post at:

E-Mail: adamsamuel@aol.com or adamsamueltc@yahoo.com

Mobile: 07900 248150

The Attic, 117 Priory Road, London NW6 3NN.