FinDatEx

Latest news

Work on a dedicated ESG template

Awaiting further clarity from the EU-level

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Confirmation of FinDatEx work streams in mid-2019

The first FinDatEx work streams are confirmed

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Update on FinDatEx membership

Experts confirmed for the current technical working groups (TWG)

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About FinDatEx governance

More information about FinDatEx governance structure, its technical work streams and respective mandates.

Read more
Work on a dedicated ESG template

Awaiting further clarity from the EU-level

Read more
Confirmation of FinDatEx work streams in mid-2019

The first FinDatEx work streams are confirmed

Read more
Update on FinDatEx membership

Experts confirmed for the current technical working groups (TWG)

Read more
About FinDatEx governance

More information about FinDatEx governance structure, its technical work streams and respective mandates.

Read more

Mission statement

FinDatEx (Financial Data Exchange Templates) is a joint structure established by representatives of the European Financial services sector industry with the view to coordinate, organise and carry out standardisation work to facilitate the exchange of data between stakeholders in application of European Financial markets legislation, such as MiFID II, PRIIPs and Solvency 2.


FinDatex’s mission is to support the development and use of standardised technical templates to facilitate the exchange of data between stakeholders in the application of European Financial market legislation.


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Current templates

MiFID
European MiFID Template - Version 2.0
8 April 2019

The EMT Version 2 was adopted by some national associations in 2018 and is used only for structured products. The template has not been endorsed by FinDatEx or by members of the FinDatEx Steering Group.  

 European MiFID Template - Version 2.0.xlsx
(European MiFID Template - Version 2.0.xlsx)
PRIIPs
European PRIIPs Template
4 February 2019

Version 1.1 of the European PRIIPs template was adopted by some industry associations in October 2017.

Please note that this template has not been endorsed by the FinDatEx Steering Group.

 European PRIIPs Template - Version 1.1
(European PRIIPs Template - Version 1.xlsx)
PRIIPs
'Comfort' European PRIIPs Template
4 February 2019

Version 1.1 of the CEPT was finalised in October 2017. The CEPT includes additional data points to facilitate KID production for insurance companies.

Please note that this template has not been endorsed by the FinDatEx Steering Group.

 'Comfort' EPT Version 1.1
('Comfort' EPT.xls)
MiFID
European MiFID Template - Version 1.0
1 February 2019

Version 1 of the European MiFID Template was finalised in August 2017 and is currently being reviewed.

Please note that this version of the EMT has not been endorsed by the FinDatEx Steering Group.

 European MiFID Template - Version 1.0
(European MiFID Template - Version 1.xlsx)
 EMT V1.0 - Q&As
(EMT V1.0 - Q&As.xlsx)
SLV
Solvency II Tripartite Data Exchange
1 February 2019

Version 4 of the Solvency II Tripartite Template was adopted by some industry associations in April 2018.

Please note that this template has not been endorsed by the FinDatEx Steering Group.

 Solvency II Tripartite Template - Q&A
(Solvency II TPT - Q&A.pdf)

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