Difference between revisions of "Disclosure"
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== Definition == | == Definition == | ||
| − | '''Disclosure'''. The release of private information to one or more parties | + | '''Disclosure'''. The release of private information to one or more parties. In the context of the [[Financial Competence Framework]], ''Disclosure'' is a topic in the [[:Category:Financial Landscape | Financial Landscape]] subject matter domain.<ref>European Union/OECD (2022), Financial competence framework for adults in the European Union</ref> |
| + | == Competences == | ||
| + | Mastering the role of Disclosure in financial literacy context requires the following competences: | ||
| + | |||
| + | {| class="wikitable sortable" | ||
| + | |- | ||
| + | ! Code !! Competency Description !! Competency Type | ||
| + | |- | ||
| + | | 505 || Aware of disclosure requirements for companies, funds and other financial products and services, including sustainability-related disclosure requirements. Knows where to access these disclosure documents || Knowledge | ||
| + | |- | ||
| + | | 506 || Knows about sources of information to monitor the performance and the sustainability record of a fund || Knowledge | ||
| + | |- | ||
| + | | 507 || Understands disclosure documents about companies, funds and other financial products and services, including sustainability-related disclosure documents || Knowledge | ||
| + | |- | ||
| + | | 508 || Able to research disclosed information related to a financial product, including that which covers sustainability aspects || Skill | ||
| + | |- | ||
| + | | 509 || Able to make informed decisions in line with one's risk profile, sustainability preferences and other preferences based on the disclosure information provided on a fund, a company or a financial product and service || Skill | ||
| + | |- | ||
| + | | 510 || Holds funds accountable for their engagement commitments for instance by checking their voting records at annual general shareholder meetings || Skill | ||
| + | |- | ||
| + | | 511 || Confident to ask for more information when this is not readily available || Attitude | ||
| + | |} | ||
| + | |||
| + | == References == | ||
| + | <references/> | ||
| + | |||
| + | [[Category:Financial Landscape | Financial Landscape]] | ||
[[Category:Reporting]] | [[Category:Reporting]] | ||
Latest revision as of 16:40, 1 April 2022
Definition
Disclosure. The release of private information to one or more parties. In the context of the Financial Competence Framework, Disclosure is a topic in the Financial Landscape subject matter domain.[1]
Competences
Mastering the role of Disclosure in financial literacy context requires the following competences:
| Code | Competency Description | Competency Type |
|---|---|---|
| 505 | Aware of disclosure requirements for companies, funds and other financial products and services, including sustainability-related disclosure requirements. Knows where to access these disclosure documents | Knowledge |
| 506 | Knows about sources of information to monitor the performance and the sustainability record of a fund | Knowledge |
| 507 | Understands disclosure documents about companies, funds and other financial products and services, including sustainability-related disclosure documents | Knowledge |
| 508 | Able to research disclosed information related to a financial product, including that which covers sustainability aspects | Skill |
| 509 | Able to make informed decisions in line with one's risk profile, sustainability preferences and other preferences based on the disclosure information provided on a fund, a company or a financial product and service | Skill |
| 510 | Holds funds accountable for their engagement commitments for instance by checking their voting records at annual general shareholder meetings | Skill |
| 511 | Confident to ask for more information when this is not readily available | Attitude |
References
- ↑ European Union/OECD (2022), Financial competence framework for adults in the European Union
