OFEE202200 – EET Financial Instrument Minimum Sustainable

For article 9 products, the minimum proportion of sustainable investments with environmental objectives.To comply with the SFDR periodic and pre-contractual reporting, MiFID distributors entity, or IDD insurers entity once these regulations are active, this field must be completed if OFEE200400 EET Financial Instrument SFDR Product Type = 9 or OFEE200500 EET Financial Instrument SFDR Product Type Eligible = 9.//The corresponding field introduced by FinDatEx with their European ESG Template (EET) is:EET: 20220_Financial_Instrument_Minimum_Sustainable_Investment_With_Environmental_Obj ective_Art_9. This is a Conditional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//

Property Value
OF-ID OFEE202200
Name EET Financial Instrument Minimum Sustainable
Area European ESG Template (EET)
Level Fund
Format Decimal number
Tags EET
Introduced in openfunds 1.28
FinDatEx EET field 20220_Financial_Instrument_Minimum_Sustainable_Investment_With_Environmental_Obj

Values

Percentage described as a decimal figure

Example

0.05

FundsXML 4 mapping

FundsXML EET block:

The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.

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