SM-ECO-10060 · United Kingdom

SM-ECO-10060sm-eco-10060.org/market/uk/

United Kingdom · uk-eco-10060

chapter uk.chapter.v21 · supersedes uk.chapter.v20 · as of 2026-11-01 · node uk-cm-kg · https://mcp.uk-cm-kg.ai/book/

7.2 The field element (every catalogue entry below is one of these)

Ask get_orderability with: elective professional client · eligible counterparty — the client categories the chapter names, in the regime's own words (AIO client_categories, uk.aio.v14) · https://mcp.uk-cm-kg.ai/book/aio.json. The other category lists below are the chapter's ECO and ACM fields, not the identifiers the door takes.

Appendix A · ECO market section

ECO · uk.eco.v3 · supersedes uk.eco.v2 · produced 2026-10-31T02:16:01Z · signed on the node door

The catalogue starts from identifying the duty, obtaining the relevant facts, recognising constraints, supporting an action and preserving evidence. It retains the current page's sourceable information and extends the chapter beyond the page. Each regime is scoped to the instruments, actors and activities its evidence applies to. No tax or settlement value is treated as universal to a market.

`jurisdiction_scope`Territory, regime boundaries and cross-border applicability	territory United Kingdom PROD 3 applies to a firm with respect to activities carried on from an establishment maintained by it, or its appointed representative, in the United Kingdom; also applies to activities from an establishment overseas with a client in the United Kingdom, except where the activity would fall within the overseas persons exclusions in article 72 of the Regulated Activities Order or would not be regarded as being carried on in the United Kingdom PROD 4 applies to activities carried on from an establishment maintained by it, or its appointed representative: (for all insurance products and pathway investments) in the United Kingdom; and (in addition, for non-investment insurance products) overseas, in relation to an insurance product that is, or will be, marketed or distributed, or there are policies under the product that remain in force, in the United Kingdom Gibraltar a reference to Gibraltar-based firm in PROD has the same meaning as in the Gibraltar Order source https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf · dated June 2026
`competent_authorities`Regulators, competent authorities and allocation of responsibility	Financial Conduct Authority (FCA) source https://www.fca.org.uk/ · dated not found
`duty_map`Applicable product-governance and suitability duties by activity and actor	duty product governance (FCA PROD sourcebook) source https://mcp.getissuer.ai/mcp · dated not found
`regulated_activities`Activities requiring authorisation and their scope	not found
`issuer_and_listing_scope`Domicile, listing and issuer-status distinctions	plain_vanilla_listed_bonds PROD 3.2.19R to PROD 3.2.26R do not apply in respect of the manufacture of plain vanilla listed bonds issued by an ESCC issuer or ESCC subsidiary source https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf · dated June 2026
`exchanges_and_venues`Venue identities linked to AMP records	name London Stock Exchange - Main Market listings_page https://www.londonstockexchange.com/equities-trading/our-markets name London Stock Exchange - AIM listings_page https://www.londonstockexchange.com/raise-finance/equity/aim source https://www.londonstockexchange.com/equities-trading/our-markets · dated not found
`information_stores`Authoritative regulated-information repositories	National Storage Mechanism (NSM), FCA: 'allows you to access regulated announcements and disclosed documents' source https://www.fca.org.uk/markets/primary-markets/regulatory-disclosures/national-storage-mechanism · dated not found
`store_lookup`Documented lookup methods and identifier requirements	NSM search by company name, LEI, document type, keywords in document content; results exportable to CSV source https://www.fca.org.uk/markets/primary-markets/regulatory-disclosures/national-storage-mechanism · dated not found
`periodic_reporting`Periodic duties, deadlines, triggering events and exceptions	report Annual financial report (Main Market, DTR 4.1.3) deadline An issuer must make public its annual financial report at the latest four months after the end of each financial year. report Half-yearly financial report (Main Market, DTR 4.2.2) deadline as soon as possible, but no later than three months, after the end of the period to which the report relates source https://www.handbook.fca.org.uk/handbook/DTR/4/1.html · dated not found
`ad_hoc_disclosure`Event-driven and inside-information disclosure obligations	UK MAR art. 17(1): 'An issuer shall inform the public as soon as possible of inside information which directly concerns that issuer.' source https://www.legislation.gov.uk/eur/2014/596/article/17 · dated not found
`filing_formats`Required formats, validation requirements and document types	channel Regulatory announcements via Primary Information Providers (PIPs) requirement PIPs must use a specified schema and application programming interface (API) – see Primary Market Technical Note 523.1; announcements validated automatically source https://www.fca.org.uk/markets/primary-markets/regulatory-disclosures/national-storage-mechanism · dated 23/10/2026
`filing_languages`Required or accepted languages and translation conditions	not found
`prospectus_regime`Offering and admission requirements, exemptions and thresholds	rule PRM 9.5 requirement Placing a prospectus on the NSM does not fulfil the obligations of issuers to make the prospectus public under PRM 9.5 source https://www.fca.org.uk/markets/primary-markets/regulatory-disclosures/national-storage-mechanism · dated 23/10/2026
`product_disclosures`Product documents and pre-contract information duties	not found
`takeover_regime`Offer rules, control triggers and shareholder treatment	not found
`ownership_reporting`Significant holdings, beneficial ownership and notification duties	not found
`short_selling`Restrictions, disclosure, locate or borrowing requirements, emergency measures	not found
`market_abuse`Insider dealing, manipulation and related disclosure regimes	not found
`trading_controls`Market-wide trading constraints and intervention powers	not found
`market_calendar`Authoritative calendars and exceptional closures	LSE business days page: 'London Stock Exchange generally operates its Trading Services each weekday'; recognises Public and Bank Holidays of England & Wales; lists bank holiday impact 2026-2029 source https://www.londonstockexchange.com/equities-trading/business-days · dated not found
`halts_sources`Official halt and suspension sources with scope	not found
`identifiers`Security and entity identifier conventions and validation sources	not found
`isin_prefix`ISIN prefix information and its limits as a jurisdiction indicator	GB, GG, IM, JE - London Stock Exchange Plc is the UK National Numbering Agency (allocation covers Great Britain, Jersey, Guernsey and the Isle of Man) source https://www.lseg.com/en/data-indices-analytics/data/isin-services · dated not found
`lei_requirements`Legal Entity Identifier requirements and authoritative lookup references	LEI = unique 20-character alphanumeric code, ISO 17442 (GLEIF). The GLEIF page states no general who-must-hold rule; mandates are set by national regulators. source https://www.gleif.org/en/about-lei/introducing-the-legal-entity-identifier-lei · dated not found
`settlement`Settlement cycles by instrument and venue, exceptions and transition dates	not found
`clearing_and_custody`Clearing, depository, custody and asset-protection frameworks	not found
`corporate_actions`Rights, elections, notices and procedural deadlines	not found
`cross_border_access`Foreign participation and cross-border offering or service restrictions	subject Collective investment schemes established in the EEA from 1 January 2021 requirement must be fully authorised under section 272 of FSMA source https://www.londonstockexchange.com/content/dam/lse/en_us/documents/guides/introducing-and-operating-exchange-traded-funds-etfs-in-the-uk.pdf · dated 2026-07-20
`tax_at_source`Withholding regimes by income, instrument and recipient category; relief conditions	not found
`fees_and_levies`Transaction taxes, statutory levies and relevant charges	not found
`recordkeeping`Retention, evidence, format and reconstruction requirements	not found
`complaints_and_redress`Complaint, escalation and redress routes	not found
`additional_duty_fields`Further sourceable duty-relevant fields, introduced through a versioned catalogue extension	not found

Appendix B · ACM register section

ACM · uk.acm.v3 · supersedes uk.acm.v2 · produced 2026-10-31T01:51:03Z · signed on the node door

The register revision is incorporated by reference to ACM-68000 (Agent Clearance Manifest) canonical text v1.0 §8.1 and is not redrawn here. These are chapter attachment fields connecting the chapter to that register; they never redefine rule_version, signal meanings or revision internals.

`register_revision_ref`Exact immutable revision governed by ACM-68000 §8.1	rule_version acm-68000/uk/product-governance-fca-prod-sourcebook/r1 path register/uk/acm-68000-uk-product-governance-fca-prod-sourcebook-r1.json content_hash sha256:8f8142cae7c7371960d6b5e57bc170408bb71d2538faf366ddc78a7998687fec source https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf · dated June 2026
`register_schema_ref`Authoritative register-revision schema and its version	ACM-68000 canonical text v1.0 §8.1 — a register revision source https://acm-68000.org/ · dated 2026-10-30
`chapter_evidence_ref`Immutable chapter version and section from which the revision was produced	chapter uk.chapter.v3 chapter_sha256 sha256:3dbbeea739a5682fddadc40372ad85adac47b8193adb1cb42714647d52176e45 sections family ECO version uk.eco.v2 field duty_map sha256 sha256:56ad22defc77ef9124c43f6a39cea022185ac72dab6f8c3a1fd681ca814db374 family ACM version uk.acm.v2 sha256 sha256:2173cd816b6ab376e9c6e837abe798c005a4d00cad57de5cb03d91176570d8eb source https://mcp.getissuer.ai/mcp · dated 2026-10-31
`rule_applicability`Market-specific applicability evidence for the referenced revision	field client_classes value eligible counterparty source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 source https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf · dated June 2026
`shared_revision_ref`Shared-family revisions produced by the apex, where applicable	not found
`national_overlay_ref`Separately versioned national additions or exceptions	field national_overlay value provision PROD 1.3.3A exception PROD 3.2.19R to PROD 3.2.26R do not apply in respect of the manufacture of plain vanilla listed bonds issued by an ESCC issuer or ESCC subsidiary provision PROD 1.3.2(2) exception Guidance application of PROD 3 to other firms does not apply to the extent a firm is required to comply with the Consumer Duty in relation to a product source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 source https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf · dated June 2026
`revision_change_evidence`Sources supporting selection or succession of the referenced revision	not found

Appendix C · AIO orderability section

standard AIO-10060 · AI Orderability

AIO · uk.aio.v14 · supersedes uk.aio.v13 · produced 2026-11-01T20:03:11Z · signed on the node door

The chapter describes the source-backed determination framework. A product-specific orderability result requires the product record, the client category, the relevant evidence and the applicable rule revision; this section never manufactures that result from market membership alone. It adds no field to the deployed receipt.

`product_scope`Products and instrument categories covered by the target-market regime	instrument_class Transferable securities rule Schedule 2 Part 1 para 1; Article 2(1)(24) covers shares in companies and other securities equivalent to shares in companies, partnerships or other entities, and depositary receipts in respect of shares; bonds or other forms of securitised debt, including depositary receipts in respect of such securities cfi_categories ES,EP,EL,ED,DB,DD source_url https://www.legislation.gov.uk/eur/2014/600/article/2 source_date 2026-10-15 read_at 2026-10-31T22:36:00Z instrument_class Units in collective investment undertakings rule Schedule 2 Part 1 para 3 covers Units in collective investment undertakings cfi_categories CI source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2/part/1 source_date 2026-10-15 read_at 2026-10-31T22:36:00Z instrument_class Options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields rule Schedule 2 Part 1 para 4 covers Options, futures, swaps, forward rate agreements and any other derivative contracts source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2/part/1 source_date 2026-10-15 read_at 2026-10-31T22:36:00Z instrument_class Derivative instruments for the transfer of credit risk rule Schedule 2 Part 1 para 8 covers Derivative instruments for the transfer of credit risk source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2/part/1 source_date 2026-10-15 read_at 2026-10-31T22:36:00Z instrument_class Financial contracts for differences rule Schedule 2 Part 1 para 9 covers Financial contracts for differences source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2/part/1 source_date 2026-10-15 read_at 2026-10-31T22:36:00Z instrument_class Emission allowances rule Schedule 2 Part 1 para 11 covers Emission allowances consisting of any units recognised for compliance with the requirements of Directive 2003/87/EC source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2/part/1 source_date 2026-10-15 read_at 2026-10-31T22:36:00Z instrument_class structured deposits rule PROD 1.3.1R covers structured deposits source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 read_at 2026-10-31T22:31:21Z instrument_class Transferable securities rule S.I. 2001/544 Schedule 2 Part 1 para. 1 covers Transferable securities source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2/part/1 source_date 2026-10-15 read_at 2026-10-31T22:31:25Z instrument_class Money-market instruments rule S.I. 2001/544 Schedule 2 Part 1 para. 2; Part 2 para. 2 covers treasury bills, certificates of deposit, commercial papers cfi_categories DY source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2 source_date 2026-10-15 read_at 2026-10-31T22:31:25Z instrument_class Units in collective investment undertakings rule S.I. 2001/544 Schedule 2 Part 1 para. 3 covers Units in collective investment undertakings source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2/part/1 source_date 2026-10-15 read_at 2026-10-31T22:31:25Z instrument_class Financial contracts for differences rule S.I. 2001/544 Schedule 2 Part 1 para. 9 covers Financial contracts for differences source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2/part/1 source_date 2026-10-15 read_at 2026-10-31T22:31:25Z instrument_class Emission allowances rule S.I. 2001/544 Schedule 2 Part 1 para. 11 covers Emission allowances source_url https://www.legislation.gov.uk/uksi/2001/544/schedule/2/part/1 source_date 2026-10-15 read_at 2026-10-31T22:31:25Z instrument_class financial instruments rule PROD 1.3.1 source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 read_at 2026-10-31T18:24:28Z source https://www.legislation.gov.uk/eur/2014/600/article/2 · dated 2026-10-15
`client_categories`Client classifications and source-backed qualification criteria	identifier elective professional client criteria (1) adequate assessment of the expertise, experience and knowledge of the client (the "qualitative test"); (2) in relation to MiFID or equivalent third country business, at least two of the following criteria are satisfied (the "quantitative test"); (3) the following procedure is followed rule COBS 3.5.3R source_url https://api-handbook.fca.org.uk/files/sourcebook/COBS.pdf source_date September 2026 read_at 2026-10-31T21:25:47Z identifier eligible counterparty criteria a client that is either a per se eligible counterparty or an elective eligible counterparty rule COBS 3.6.1R source_url https://api-handbook.fca.org.uk/files/sourcebook/COBS.pdf source_date September 2026 read_at 2026-10-31T21:25:47Z source https://api-handbook.fca.org.uk/files/sourcebook/COBS.pdf · dated September 2026
`target_market`Positive target-market criteria and their applicability	not found
`negative_target_market`Explicit exclusions or incompatible client characteristics	not found
`distribution_conditions`Permitted distribution methods and constraints	condition must comply with PROD 3 to the extent that it is within the scope of PROD 1.3.1R party POP operator rule PROD 1.3.17(1) source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 read_at 2026-10-31T18:24:28Z source https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf · dated June 2026
`required_assessments`Suitability, appropriateness or other assessment requirements and triggers	not found
`product_documentation`Required product, risk and target-market documents	not found
`manufacturer_distributor_roles`Responsibilities and information exchange between actors	actor POP operator role a distributor for the purposes of PROD 3 rule PROD 1.3.17 source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 read_at 2026-10-31T18:24:28Z source https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf · dated June 2026
`review_triggers`Required review events and periodic review conditions	not found
`evidence_requirements`Evidence needed to support a scoped outcome	not found
`manufacturer_evidence_accepted`	not found
`exceptions`Source-backed exceptions with conditions and boundaries	exception eligible counterparty business condition PROD 3.3.1R does not apply provision PROD 1.3.3 source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 read_at 2026-10-31T18:24:28Z exception plain vanilla listed bonds condition issued by an ESCC issuer or ESCC subsidiary; PROD 3.2.19R to PROD 3.2.26R do not apply provision PROD 1.3.3A source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 read_at 2026-10-31T18:24:28Z exception Consumer Duty condition to the extent that it is required to comply with the Consumer Duty in relation to a product provision PROD 1.3.2(2) source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 read_at 2026-10-31T18:24:28Z exception general insurance contract distributed to larger commercial customers condition who make the arrangements preparatory to them concluding the contract of insurance; meets the conditions in PROD 1.4.3-AR provision PROD 1.4.3(1)(b) source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 read_at 2026-10-31T18:24:28Z exception reinsurance contract provision PROD 1.4.3(2) source_url https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf source_date June 2026 read_at 2026-10-31T18:24:28Z source https://api-handbook.fca.org.uk/files/sourcebook/PROD.pdf · dated June 2026
`orderability_profile_ref`Schema for the product, market and client-class outcome produced under these rules	not found

Appendix D · AMP venue section

standard AMP-10060 · Agentic Market Protocol

AMP · uk.amp.v3 · supersedes uk.amp.v2 · produced 2026-11-01T00:28:12Z · signed on the node door

Each venue record is keyed by its evidenced Market Identifier Code (MIC). Where an activity has no applicable code, the gap is preserved with a separately typed reference; no code is invented. This section supplies reference information only; it establishes no entitlement, permission to route or order placement. A later permission profile requires its own actor, instrument, action and endpoint evidence.

venue_mic · XLON
source https://www.iso20022.org/sites/default/files/ISO10383_MIC/ISO10383_MIC.csv · dated 20241028

`venue_identity`Venue name, operator and authoritative identity evidence	not found
`venue_scope`Operating or segment scope, products and jurisdiction bindings	not found
`rules_page`Authoritative venue rule source	Rules of the London Stock Exchange - Rule book, Effective Date 5 February 2024 source https://docs.londonstockexchange.com/sites/default/files/documents/rules-of-the-london-stock-exchange-effective-5-february-2024.pdf · dated 5 February 2024
`halts`Official halt information and applicability scope	not found
`calendar`Sessions, holidays and exceptional closures	not found
`clearing_house`Clearing relationships by instrument and service	not found
`participant_roles`Defined participant categories and responsibilities	role market maker definition in relation to securities designated by the Exchange, a member firm which is registered as a market maker and is obliged to quote prices in at least the Exchange market size source https://docs.londonstockexchange.com/sites/default/files/documents/rules-of-the-london-stock-exchange-effective-5-february-2024.pdf · dated 5 February 2024
`market_maker_obligations`Source-backed obligations and exemptions for market makers	obligation quote a firm two way price on the trading system in at least the Exchange market size exchange_market_size the minimum quantity, as specified by the Exchange, of securities for which a market maker is obliged to quote a firm two way price on the trading system source https://docs.londonstockexchange.com/sites/default/files/documents/rules-of-the-london-stock-exchange-effective-5-february-2024.pdf · dated 5 February 2024
`gates`Documented entry, membership and access prerequisites	gate membership eligibility requirement Membership is available to suitably authorised investment firms and credit institutions in the UK or the European Economic Area (European Union, Iceland, Liechtenstein and Norway). source https://www.londonstockexchange.com/en/markets-products/membership · dated 1 January 2024
`reference_endpoints`Public reference locations with purpose and source	not found
`settlement_links`Related market or venue settlement records	not found
`change_notices`Versioned rules changes and operational notices	notice Live - 001 -21072026 - London Stock Exchange – Next Functional Release 1.26.9 Production Go-Live – 27 July 2026 source https://www.lseg.com/en/londonstockexchange-support · dated 27 July 2026
`sources`Additional source-backed venue evidence	Nature of business (SIC): 66110 - Administration of financial markets source https://find-and-update.company-information.service.gov.uk/company/02075721 · dated 21 July 2027

venue_mic · not found

`venue_identity`Venue name, operator and authoritative identity evidence	not found
`venue_scope`Operating or segment scope, products and jurisdiction bindings	scope a market for smaller and growing companies classification UK multilateral trading facility within the meaning set out in the Handbook of the FCA segment_status SME growth market source https://www.skadden.com/-/media/files/publications/2026/03/uk-public-markets-monitor-q1-2026/redline-version.pdf · dated 19 January 2026
`rules_page`Authoritative venue rule source	not found
`halts`Official halt information and applicability scope	not found
`clearing_house`Clearing relationships by instrument and service	not found
`participant_roles`Defined participant categories and responsibilities	not found
`market_maker_obligations`Source-backed obligations and exemptions for market makers	not found
`gates`Documented entry, membership and access prerequisites	not found
`reference_endpoints`Public reference locations with purpose and source	not found
`settlement_links`Related market or venue settlement records	not found
`change_notices`Versioned rules changes and operational notices	not found
`sources`Additional source-backed venue evidence	not found

venue_mic · AQSE
source https://www.iso20022.org/sites/default/files/ISO10383_MIC/ISO10383_MIC.csv · dated 20220926

`venue_identity`Venue name, operator and authoritative identity evidence	not found
`venue_scope`Operating or segment scope, products and jurisdiction bindings	not found
`rules_page`Authoritative venue rule source	not found
`halts`Official halt information and applicability scope	not found
`calendar`Sessions, holidays and exceptional closures	not found
`clearing_house`Clearing relationships by instrument and service	not found
`participant_roles`Defined participant categories and responsibilities	not found
`market_maker_obligations`Source-backed obligations and exemptions for market makers	not found
`gates`Documented entry, membership and access prerequisites	not found
`reference_endpoints`Public reference locations with purpose and source	not found
`settlement_links`Related market or venue settlement records	not found
`change_notices`Versioned rules changes and operational notices	not found
`sources`Additional source-backed venue evidence	not found

Appendix E · ESG disclosure section

standard ESG-10060 · Sustainability Disclosure

ESG · uk.esg.v2 · supersedes uk.esg.v1 · produced 2026-10-31T03:00:36Z · signed on the node door

Sustainability disclosure remains a specialised ECO record with its rules in ACM. A jurisdiction's adoption of a framework is distinct from the framework's application to a particular issuer or period; the schema preserves that distinction and never turns disclosure availability into a sustainability rating.

`regime`Named sustainability-disclosure regime and its scope	name Sustainability Disclosure Requirements (SDR) regime scope help consumers navigate the market for sustainable investment products, improve trust and reduce greenwashing; rules on naming and marketing, disclosures, and voluntary labelling for sustainable investment products source https://www.fca.org.uk/firms/climate-change-and-sustainable-finance/sustainability-disclosure-requirements-sdr-regime · dated 08/06/2026
`authority`Responsible issuing or supervisory authorities	name FCA role must be notified by firms intending to use a sustainability label; rules set out in the Environmental, Social and Governance (ESG) Sourcebook source https://www.fca.org.uk/firms/climate-change-and-sustainable-finance/sustainability-disclosure-requirements-sdr-regime · dated 08/06/2026
`applicability`Covered entities, products, thresholds and exemptions	entities All FCA-authorised firms obligation anti-greenwashing rule if making sustainability-related claims about financial products and services entities Asset managers obligation mandatory rules on naming and marketing and disclosures; investment labels voluntary entities Distributors of investment products to retail investors in the UK (ESG 4.1.16R – 4.1.19R, including advisers and platforms) obligation targeted rules products Investment labels only for in-scope funds (UK UCITS and UK AIFs) exemptions sustainability terms in other contexts; short, factual, non-promotional statements source https://www.fca.org.uk/firms/climate-change-and-sustainable-finance/sustainability-disclosure-requirements-sdr-regime · dated 08/06/2026
`adoption_stage`Proposal, adoption, commencement and transitional operation, distinguished	stage rules in force; minor amendments to the SDR rules from December 2025 (Handbook Notice 136), consulted on in CP25/24 source https://www.fca.org.uk/firms/climate-change-and-sustainable-finance/sustainability-disclosure-requirements-sdr-regime · dated 08/06/2026
`disclosure_duties`Required disclosures, reporting periods and filing obligations	disclosure Pre-contractual disclosures scope labelled products and unlabelled products using sustainability-related terms in names and marketing disclosure Consumer-facing disclosures scope labelled products and unlabelled products using sustainability-related terms in names and marketing disclosure Sustainability reports scope product and entity-level, as applicable source https://www.fca.org.uk/firms/climate-change-and-sustainable-finance/sustainability-disclosure-requirements-sdr-regime · dated 08/06/2026
`taxonomy`Classification frameworks, criteria and binding status	framework SDR investment labels categories Sustainability Focus Sustainability Improvers Sustainability Impact Sustainability Mixed Goals criteria funds must meet general and specific criteria binding_status voluntary source https://www.fca.org.uk/firms/climate-change-and-sustainable-finance/sustainability-disclosure-requirements-sdr-regime · dated 08/06/2026
`climate_requirements`Source-backed climate disclosure requirements and scope	not found
`assurance`Required assurance, qualifications and transition conditions	not found
`filing_store_and_format`Authoritative destination and required filing format	not found
`interoperability`Recognised equivalence, mapping or substituted-compliance provisions	not found
`rule_revision_ref`Applicable immutable ACM disclosure-rule revisions	not found
`sources`Supporting regime and disclosure evidence	not found