EET V1 AND UPDATED EMT V4 PUBLISHED BY FINDATEX

After intensive work of the FinDatEx dedicated working group, a stand-alone data exchange template EET V1 (European ESG Template) is now released to the public. The EET is a cross-sectoral template comprising the views of the banking, asset management, structured product, insurance, and pensions industries. Introducing the EET requires an update of the EMT (European […]

European Comfort PRIIPs Template (CEPT 2.0) has been recently updated. The FinDatEx PRIIPs technical working group made the necessary changes to reflect modified data (based on the PRIIPs Regulation and revised PRIIPs Delegated Regulation). The use of this template is based on a bilateral (“comfort”) agreements between providers of underlying options for PRIIPs and insurers. […]

FinDatEx intends to make available to the public the European ESG Template (EET) v1.0 and a corresponding update of the European MiFID Template (EMT) v4.0. This action aims to enable product manufacturers to be starting providing completed templates by 1 June 2022. All publications will be preceded by public consultations (expected to take place in […]

A new version of the Solvency II Tripartite Template (TPT) was prepared by the FinDatEx Solvency II technical working group. An updated TPT V6 differs slightly from the previous template ( V5.0 ). Changes are told to have limited impact: 1. two datapoints have been added in the last part of the template 2. a […]

International Day of Persons with Disabilities (IDPD) is celebrated every year on 3 December. According to World Health Organization (WHO) over 1 billion people worldwide live with a disability. FundConnect recently became a member of the FE fundinfo family running the internal CHARITY MILES program. Joining the program makes our people devote to significantly important […]

Following the industry’s need to increase the transparency on Sustainability preferences of the products, the classification results will report three new values: 1. Neutral 2. ESG Characteristics 3. Sustainable Objectives. Data will be sourced from the EMT v3.1 report (filed 56) supplied by the Fund Groups to the Classification Administrator. See the latest EFC classification […]