The certification in accordance with Standard UNE
165001 Social responsibility, socially responsible financial products, Requirements of investment products, seeks to improve understanding and confidence in this type of products through transparency and independence, incorporating ESG criteria in the definition and management of these types of financial products.
It is applicable to the following types of products:
investment funds, personal and employment pension funds, life-savings insurance and venture capital firms and funds.
To be considered socially responsible according to the standard UNE 165001, products must meet general requirements and other specific requirements that, depending on the type of product, present certain nuances or complements. General requirements are:
This certification scheme is applicable to products from collective investment entities, particularly banking and insurance.
Once the audit process has been completed and compliance with the applicable requirements outlined in the standard UNE has been verified
165001, AENOR will grant the Socially Responsible Financial Product Certification and the licence for use of the AENOR Certified Product mark.
AENOR N Mark Certified ProductSR Financial Product