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The Sustainable Finance Disclosure Regulation

The Sustainable Finance Disclosure Regulation or SFDR is an EU regulation that applies from 10 March 2021. SFDR requires fiduciaries, such as portfolio managers, alternative investment fund managers (AIFMs) and investment and insurance advisers, to publish on their website disclosures in respect of the following:

  • the integration of sustainability risks in their investment decision-making process and in their investment and insurance advice;
  • how their remuneration policies are consistent with the integration of sustainability risks; and
  • the principal adverse impacts of their investment decisions and their investment and insurance advice on sustainability factors.

Additionally, portfolio managers and AIFMs are required to publish certain product level disclosures when their financial products either:

  • promote environmental or social characteristics (an Article 8 financial product under SFDR); or
  • have sustainable investment as their objective (an Article 9 financial product under SFDR).

All the disclosures which apply to Citibank Europe Plc as either portfolio manager or investment or insurance adviser (as applicable) or to Citi Global Alternatives, LLC acting as AIFM may be accessed in the links below.

Citibank Europe Plc - Portfolio Management
Citibank Europe Plc - Investment and Insurance Advice
Citi Global Alternatives, LLC – Alternative Investment Fund Manager

Citi Private Bank is dedicated to helping dynamic individuals and their families preserve and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and Citi Private Alternatives, LLC ("CPA"), member of FINRA and SIPC and Citi Global Alternatives, LLC (“CGA”). CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

Notice at Collection | Do Not Sell or Share My Personal Information | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions | The Sustainable Finance Disclosure Regulation | APAC Banking Service Charges and Call Deposit Rate | Citibank, N.A. Hong Kong / Singapore Branch Environmental Risk Management Disclosure for Discretionary Asset Management

To learn about CGMI and Citi Private Alternatives and Citi Global Alternatives investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

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