FinDatEx

Since 2019, FinDatEx has experienced significant growth and development, expanding its scope and the range of activities it undertakes. Currently, it plays a crucial role in coordinating the exchange of data and information among a diverse network of stakeholders, including product manufacturers, financial institutions, and distributors. These templates specifically cover important regulatory frameworks such as MiFID, PRIIPs, Solvency II, and ESG topics. 

We believe that now is an ideal time to gain a deeper and more comprehensive understanding of how our standardised templates are being utilised in practice, and to identify who the primary users are. Gathering these insights will help us better understand the current market needs, challenges, and expectations, ensuring that our efforts are aligned with industry demands. 

The results will be instrumental in guiding FinDatEx’s future planning, development, and enhancements of its templates and processes to serve the industry better. 

We invite all users of FinDatEx’s templates to participate in this survey. Your input is invaluable in shaping the direction of our work and ensuring that we continue to facilitate effective and efficient data exchange in the evolving regulatory landscape. 

You can access the survey here:

FinDatEx Template Usage Survey – Microsoft Forms

If the Microsoft Forms link is not accessible due to internal restrictions, please use the alternative Google Forms version:

Google Forms link

(Please use this only if the Microsoft version is blocked by your organisation.)

Please note that this is a separate exercise from the TPT Technical Working Group survey conducted in March 2024. The purpose is not to gain a qualitative understanding at the template level, but rather to gain a more comprehensive view of the usage of all templates as a whole.

The survey is open to all users of templates. We greatly appreciate your time and effort in completing this brief but important survey. The deadline for participation is 26 September.