emendrix

Art. 449a

Capital Requirements Regulation · 32013R0575 · every event for this act · on EUR-Lex

Disclosure of environmental, social and governance risks (ESG risks)

3 changes recorded across 3 events, newest first.

in force 2025-01-01 MODIFIED+388 −417

Amended by Regulation (EU) 2024/1623 32024R1623 · Regulation (EU) 2024/2987 32024R2987 · Regulation (EU) 2024/2795 32024R2795

applies from: unknown (the text changed beyond its dates, so no date that moved can be read as the application date)

dates removed: 2022-06-28

The scope of paragraph 1 changed from large institutions that have issued securities admitted to trading on a regulated market, with a starting date of 28 June 2022 and an initial annual then biannual disclosure frequency, to a broader reference to institutions generally, with no stated start date or frequency and instead a distinction drawn between environmental, social and governance risks and, for environmental risks, physical and transition risks.

The former paragraph 2 sentence on disclosure frequency was removed and replaced by a new paragraph 2 that lists specific items to be disclosed, namely the total amount of exposures to fossil fuel sector entities and how institutions integrate identified ESG risks into their business strategy, processes, governance and risk management.

Paragraph 3 on EBA's implementing technical standards remains textually unchanged between the two versions.

Cited: Art. 449a, v1 · Art. 449a, v2

text before / after

02013R0575-2024070902013R0575-20250101

Article 449a Disclosure of environmental, social and governance risks (ESG risks) 1. From 28 June 2022, large institutions which have issued securities that are admitted to trading on a regulated market of any Member State, as defined in point (21) of Article 4(1) of Directive 2014/65/EU, Institutions shall disclose information on ESG risks, including distinguishing environmental, social and governance risks, and physical risks and transition risks for environmental risks. 2. For the purposes of paragraph 1, institutions shall disclose information on ESG risks, as defined including: (a) the total amount of exposures to fossil fuel sector entities; (b) how institutions integrate the identified ESG risks in the report referred to in Article 98(8) of Directive 2013/36/EU. The information referred to in the first paragraph shall be disclosed on an annual basis for the first year their business strategy and biannually thereafter. processes, and governance and risk management. 3. EBA shall develop draft implementing technical standards to specify uniform disclosure formats, as laid down in Article 434a, for ESG risks ensuring that they are consistent with and uphold the principle of proportionality while avoiding duplication of disclosure requirements already established in other applicable Union law. Those formats shall not require disclosure of information beyond the information to be reported to competent authorities in accordance with Article 430(1), point (h), and shall in particular take into account the size and complexity of the institution and the relative exposure of small and non-complex institutions subject to Article 433b to ESG risks. Power is conferred on the Commission to adopt the implementing technical standards referred to in the first subparagraph of this paragraph in accordance with Article 15 of Regulation (EU) No 1093/2010.

in force 2024-07-09 MODIFIED

Amended by Regulation (EU) 2024/1623 32024R1623

applies from: unchanged

The unstructured text of the earlier version has been split into numbered paragraphs, with the original disclosure obligation now labelled as paragraph 1.

A new paragraph 3 has been added requiring EBA to develop draft implementing technical standards specifying uniform disclosure formats for ESG risks, addressing proportionality, avoidance of duplication with other Union law, a limit on required information relative to Article 430(1), point (h) reporting, and consideration of institution size, complexity and exposure of small and non-complex institutions under Article 433b.

This new paragraph 3 also confers on the Commission the power to adopt those implementing technical standards in accordance with Article 15 of Regulation (EU) No 1093/2010.

Cited: Art. 449a, v1 · Art. 449a, v2

text before / after, on the event page →

in force 2021-06-28 INSERTED

Amended by Regulation (EU) 2019/2033 32019R2033 · Regulation (EU) 2019/876 32019R0876 · Regulation (EU) 2021/558 32021R0558 · Regulation (EU) 2020/873 32020R0873

applies from: unknown (an inserted provision states its own application date only in prose)

Sources disagree — the text comparison found this change; the EU's own amendment metadata does not list it. Both are shown; neither is overruled.

This provision is newly added and requires large institutions that have issued securities admitted to trading on a regulated market, as defined by reference to Directive 2014/65/EU, to disclose information on ESG risks, including physical and transition risks, as defined in the report referenced in Directive 2013/36/EU.

The text specifies that this information is to be disclosed annually for the first year and biannually afterward.

Cited: Art. 449a, v2

text before / after, on the event page →