Disclosure

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.

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