Awaiting further clarity from the EU-level
Work on a dedicated ESG template
Awaiting further clarity from the EU-level
The first FinDatEx work streams are confirmed
Experts confirmed for the current technical working groups (TWG)
More information about FinDatEx governance structure, its technical work streams and respective mandates.
Awaiting further clarity from the EU-level
The first FinDatEx work streams are confirmed
Experts confirmed for the current technical working groups (TWG)
More information about FinDatEx governance structure, its technical work streams and respective mandates.
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.
|
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 - Version 4 (Solvency II TPT.xlsx) Solvency II Tripartite Template - Q&A (Solvency II TPT - Q&A.pdf) |
Please sign in with your email and password or click on the 'Sign up' link to sign up.
We will send you a new password when we have an account matching your e-mail address.
We will send you a new password when we have an account matching your e-mail address.