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New version applies from 01/01/2023 — introduced by Commission Delegated Regulation (EU) 2022/1214. 22 provisions change. Later versions: 01/01/2024, 01/01/2026. Annex VIII changes in this version: compare with the current text.

Annex VIII

Annex VIII

ANNEX VIII

TEMPLATE FOR KPIS OF INVESTMENT FIRMS

Tempate number

Name

0

Summary of KPIs to be disclosed by investment firms under Article 8 Taxonomy Regulation

1

KPI IF - Dealing on own account services

2

KPI IF Other services

0. Summary of KPIs to be disclosed by investment firms under Article 8 Taxonomy Regulation

\begin{array}{|l|l|l|l|l|l|} \hline \multicolumn{3}{|l|}{\text{Total environmentally sustainable assets}} & \mathrm{KPI}^{*} & \mathrm{KPI}^{} & \text{\% coverage (over total assets)}^{} \\ \hline \text{Main KPI (for dealing on own account)} & \text{Green asset ratio} & & & & \\ \hline \multicolumn{3}{|l|}{\text{Total revenue from environmentally sustainable services and activities}} & \mathrm{KPI} & \mathrm{KPI} & \text{\% coverage (over total revenue)} \\ \hline \text{Main KPI (for services and activities other than dealing on own account)} & \text{KPI on Revenue}^{*} & & & & \\ \hline \end{array}

1. KPI IF - Dealing on own account services

2. KPI IF Other services

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