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Article 29 of the Energy and Climate Law (29LEC): the French Treasury published FAQs in April 2024

AI Analysis

Executive Summary

The AMF publication highlights FAQs issued by the French Treasury in April 2024, clarifying key aspects of Article 29 of the Energy and Climate Law (29LEC) reporting obligations for French financial institutions on sustainability integration in investment activities. This matters for compliance teams as it addresses practical ambiguities in scope, consolidation, and EU interactions post-2023 reporting cycles, reducing interpretive risks amid expanding ESG mandates like SFDR. Firms must review these to ensure accurate 2024+ submissions via the Climate Transparency Hub (CTH). #

What Changed

No new regulatory changes are introduced; the FAQs provide interpretive guidance on existing 29LEC requirements from the Energy and Climate Law (8 November 2019) and implementing Decree (29 May 2021). Clarifications cover: - Scope of application: Defines entities required to report on ESG integration (e.g., portfolio asset management companies, ISPs). - Consolidation rules: How to aggregate data across group entities. - Interactions with EU rules: Alignment with SFDR, including narrative reports and standardized annexes to ACPR (insurers) or AMF (portfolio managers/banks). #

What You Need To Do

  • Read and implement French Treasury FAQs
  • Update 29LEC reports
  • Integrate clarifications
  • Monitor CTH

Key Dates

April 2024 - French Treasury publishes 29LEC FAQs following 2023 reporting round.
2023 financial year - Deadline for 2024 submissions of narrative reports (CTH) and standardized annexes (ACPR/AMF); analysis published in 2024. DEADLINE
Annual ongoing - Yearly reporting cycle for 29LEC, with 2024 remittances analyzed for 2023 FY; no new deadlines specified in FAQs. DEADLINE

Compliance Impact

Urgency: Medium - Not critical as FAQs clarify existing rules without new mandates, but high relevance for 2024/2025 cycles to avoid supervisory scrutiny from AMF/ACPR amid thematic inspections on asset manager governance. Matters due to rising ESG enforcement, SFDR synergies, and public transparency via CTH, with potential fines for non-compliance in sustainability disclosures.

Who is Affected

Investment services providers (ISPs), including portfolio asset management companies.Credit institutions and investment firms (for third-party portfolio management and investment advice).Insurers (via ACPR annexes).Broader French investors submitting 800+ annual reports on ESG practices to ADEME's CTH.

Summary

Asset management Sustainable Finance Article 29 of the Energy and Climate Law (29LEC): the French Treasury published FAQs in April 2024

Relevant Firm Types

Asset ManagerAll Firms
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