SFDR Documents

Versie:
27/2/26

Please contact support@viveapp.com if you would like to be provided with the English Version of this document.

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Introduction to SFDR Documentation

Vive classifies itself as light green according to the Sustainable Finance Disclosure Regulation (SFDR). This is also known as an SFDR Article 8 classification. Light green investment firms are required to provide the information below. Since Vive does not provide model portfolios but must provide information about specific portfolios, the information was provided for three “example” portfolios. It is important to note that this is an example based on estimates and that the extent to which the promoted sustainable characteristics are achieved depends on the specific parameters of a Vive investment portfolio.

Below is the relevant documentation for each “example portfolio”.

‍The Vive return portfolio

The Vive return portfolio is a model portfolio for the Vive annuity investment account when a pension investor's retirement is more than 10 years in the future.

Article 10 (SFDR) Disclosure - The Vive Return Portfolio (link to pdf download)

Article 8 (SFDR) pre-contractual information - The Vive return portfolio (link to pdf download)

Version Control Document
Document Versie / Datum
Artikel 10 (SFDR) Informatieverschaffing - De Vive rendementsportefeuille 04-04-2025 (v1.1)
Versies:
  • 04-04-2025 (v1.1): Aanpassing lay-out.
  • 06-03-2025 (v1.0): Eerste versie van het document.
Artikel 8 (SFDR) pre-contractuele informatie - De Vive rendementsportefeuille 06-03-2025 (v1.0)
Versies:
  • 06-03-2025 (v1.0): Eerste versie van het document.

‍The Vive completed pension portfolio

The Vive completed pension portfolio is a model portfolio for the Vive annuity investment account when a pension investor's retirement is less than 1 year in the future.

Article 10 (SFDR) Disclosure - De Vive completed pension portfolio (link to pdf download)

Article 8 (SFDR) pre-contractual information - The Vive completed pension portfolio (link to pdf download)

Version Control Document
Document Versie / Datum
Artikel 10 (SFDR) Informatieverschaffing - De Vive afgebouwde pensioenportefeuille 04-04-2025 (v1.1)
Versies:
  • 04-04-2025 (v1.1): Aanpassing lay-out.
  • 06-03-2025 (v1.0): Eerste versie van het document.
Artikel 8 (SFDR) pre-contractuele informatie - De Vive afgebouwde pensioenportefeuille 06-03-2025 (v1.0)
Versies:
  • 06-03-2025 (v1.0): Eerste versie van het document.

The Vive Balanced Risk Portfolio

The Vive Balanced Risk Portfolio is a model portfolio for the Vive asset management account when an investor provides a balanced risk reference for a specific plan. To be precise, it is about a risk reference of 10% VaR. This is a common asset management portfolio.

Article 10 (SFDR) Disclosure - The Vive Balanced Risk Portfolio (link to pdf download)

Article 8 (SFDR) pre-contractual information - The Vive Balanced Risk Portfolio (link to pdf download)

Version Control Document
Document Versie / Datum
Artikel 10 (SFDR) Informatieverschaffing - De Vive gebalanceerd risico portefeuille 04-04-2025 (v1.1)
Versies:
  • 04-04-2025 (v1.1): Aanpassing lay-out.
  • 06-03-2025 (v1.0): Eerste versie van het document.
Artikel 8 (SFDR) pre-contractuele informatie - De Vive gebalanceerd risico portefeuille 06-03-2025 (v1.0)
Versies:
  • 06-03-2025 (v1.0): Eerste versie van het document.

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