Claims assessment · Fund classification claim
Article 9 product
Typical treatment across five regimes. Every verdict below is tied to a stated legal hook.
Market comparison
How this claim is typically treated
Five major markets · one reviewed comparison
| Market | Typical treatment | Legal basis | What is required |
|---|---|---|---|
| European UnionEU | Restricted | View legal reasoningSFDR Art 9 — sustainable investment objective; Art 2(17): DNSH + good governance; ~100% in sustainable investments | Pre-contractual + periodic disclosures; PAI consideration |
| United KingdomUK | Unregulated | View legal reasoningNot applicable post-Brexit — FCA SDR regime | Use SDR label framework |
| United StatesUS | Unregulated | The cited source is recorded in the assessment. View legal reasoningNot applicable | — |
| CanadaCA | Unregulated | The cited source is recorded in the assessment. View legal reasoningNot applicable | — |
| AustraliaAU | Unregulated | The cited source is recorded in the assessment. View legal reasoningNot applicable | — |