Compliance tools · Corporate governance, employment and financial · C-005
SFDR compliance tool
Regulation (EU) 2019/2088 · European Union · Binding instrument
£1,500 one-time purchase
Available now. Instant download after checkout. Runs in your own Claude account.
Start the free assessment Buy in your accountThe instrument
SFDR is Regulation (EU) 2019/2088, a binding instrument in the European Union. Sustainability disclosure for financial market participants and advisers.
Scope
The free assessment screens for SFDR when a business provides financial services or is an obliged financial entity.
Sectors named in the register for this instrument: insurance undertakings offering IBIPs; investment firms providing portfolio management; institutions for occupational retirement provision (IORPs); manufacturers of pension products; alternative investment fund managers (AIFMs); PEPP providers; EuVECA managers; EuSEF managers; UCITS management companies; credit institutions providing portfolio management; insurance intermediaries advising on IBIPs; investment advisers.
Screen your business against all 87 instruments, free →
The compliance system
The system is a set of structured files. You upload them to your own Claude account, type START, and it interviews you about your organisation, one question at a time. It is built to take a person who has never read the instrument to a completed, cited compliance report: the training module teaches the regulation first, the working files collect the evidence it asks for and record what is in place and what is missing, and your documentation is produced with article citations.
No consultant, no sales call, no per-seat pricing, no platform you are locked into. A one-time purchase you keep, completed without hiring anyone.
Questions businesses ask
Does SFDR apply to my business?
The free assessment screens for SFDR when a business provides financial services or is an obliged financial entity. Sectors named in the register for this instrument: insurance undertakings offering IBIPs; investment firms providing portfolio management; institutions for occupational retirement provision (IORPs); manufacturers of pension products; alternative investment fund managers (AIFMs); PEPP providers; EuVECA managers; EuSEF managers; UCITS management companies; credit institutions providing portfolio management; insurance intermediaries advising on IBIPs; investment advisers. The free assessment at compliancesme.com screens your business against all 87 instruments in the register at once, and takes about ten minutes.
What is SFDR?
SFDR is Regulation (EU) 2019/2088, a binding instrument in the European Union. Sustainability disclosure for financial market participants and advisers.
How much does the SFDR compliance system cost?
The SFDR compliance system costs £1,500 as a one-time purchase, downloaded immediately after checkout. An optional membership at £500 per month keeps every system you own current when the law changes.
Do I need a consultant to comply with SFDR?
No. The system runs in your own Claude account, interviews you in plain language one question at a time, collects the evidence the instrument asks for, and produces your compliance documentation with article citations. It is a documentation tool, not legal advice.
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