Delivering EPT Data to FundConnect
- The EPT template should contain information for all of your public products. It should be filled out in accordance with the latest European Working Group data content and syntax instructions.
- You can provide your files in the European Working Group standard in CSV or XLSX formats or in FundsXML.
European Working Group template
Please note the file name must be consistent - ex. Company name_EPT
We will provide you with our sFTP details which you can use to send us your data.
If you would like us to collect data from your SFTP, please provide us with your SFTP server details:
Note: The file name must be consistent with each delivery