Delivering EPT Data to FundConnect
FundConnect’s Ecosystem offers a variety of delivery options including multiple formats and protocols.
- 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.
Delivery Format
You can provide your files in FundXML, CSV or XLSX formats.
European Working Group template
FundsXML format
Delivery Protocols
You can deliver your data via SFTP or Email.
Please note the file name must be consistent - ex. Company name_EPT
SFTP
In order to set up the SFTP delivery, contact us at [email protected]
We will provide you with our sFTP details which you can use to send us your data.
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:
- UserID
- Password
- Host
Note: The file name must be consistent with each delivery
Your EPT should be provided to [email protected]
Email subject: Company name_EPT
File name: Company name_EPT
Note: The subject and the file name must be consistent with each delivery.
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