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BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License

  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)

  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993

  • that is a body registered under the Financial Corporations Act 1974.

  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.

  • that is a listed entity or a related body corporate of a listed entity

  • that is an exempt public authority

  • that is a body corporate, or an unincorporated body, that:
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    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.

  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.


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29-09-2022 · Webinar

You have reached the next level: Sustainable Finance Disclosure Regulation Level II

The EU Sustainable Finance Disclosure Regulation Level II will be in effect as of January 2023. What does this mean for investors? What are the new requirements and how can they be adopted properly and on time?

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    Authors

  • Kenneth Robertson - Client Portfolio Manager - Sustainable Investing

    Kenneth Robertson

    Client Portfolio Manager - Sustainable Investing

  • Anouk in 't Veld - Active Ownership Specialist

    Anouk in 't Veld

    Active Ownership Specialist

Discussed during the webinar:

  1. How the new regulations will improve understanding of what a sustainable investment is.

  2. What funds can do to consider and integrate the concept of principle adverse impact.

  3. The opportunities this presents for genuinely sustainable funds and bespoke strategies.

The EU Sustainable Finance Disclosure Regulation Level II will be in effect as of January 2023. What does this mean for investors? What are the new requirements and how can they be adopted properly and on time? In order to prepare for this piece of regulation, Robeco has started implementing the new requirements. In this webinar we shared our take on SFDR level II with you: where we stand today and the challenges and outlook going forward.

Robeco’s sustainability experts Anouk in ‘t Veld and Kenneth Robertson shed light on our views on and approach to fulfilling the regulations. They explain what we have already done to meet the January 2023 deadline, what has changed from SFDR level I, and what the impact is on our products. This includes our view on what constitutes a sustainable investment, how funds are classified, what the taxonomy and Principle Adverse Impact mean, and finally, how more than 25 years of experience in SI has equipped Robeco to make all the necessary changes.

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SFDR regulation

SFDR is an evolving set of EU rules aiming to create a level playing field for how sustainable investment strategies are classified by asset managers. It helps to clarify the definition of a ‘sustainable fund’ and combat the growing threat of greenwashing.


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Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information: This website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.