Skip to main content
Skip table of contents

SRM Group Level Disclosures

For some ESG reporting requirements, reporting is done at the Financial Product or Business Subsidiary level, as opposed to having a single report for a whole organisation. For example, reporting requirements within the EU’s SFDR requires that PAI statements are completed for individual financial products.

How it Works

When you create a disclosure, you can limit access to a particular group within your organization.

Which Disclosures are visible depends on the user:

  • An organization level user can configure a group-level disclosure for any group within the organization, and can access any disclosure within the organization.

  • A group level user can configure group-level disclosures for groups they manage or have access to. They can access their group’s disclosures as well as organization-level disclosures.

  • Location level users can access group-level disclosures for groups they are in, and access both these disclosures and organization-level disclosures.

On the SRM home page there is information about which group a Disclosure belongs to:

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.