The EMT template is designed for complying with requirements arising from the MiFID II regulation. Product Manufacturers need to provide information regarding the target market for each investment product, as well as costs and charges. This information is used by banks, distributors and platforms for deciding which investor is suitable to buy into each product and, between others, for calculating the costs incurred to the investors.

The EPT template is designed for assisting with obligations arising from the PRIIPs regulation. The template is produced by the Fund Company and is distributed to any party wrapping the funds or creating an unit-linked product. The receiving party can then use the information in the EPT template to create a PRIIPs KID for the product sold.

The TPT template has been developed to support the look-through regulatory data exchange, such as Solvency II and IORP II. This information is used by insurance companies and pension funds in order to prepare the quarterly reporting to the authorities.

The EFT template is connected to target market requirements from the MiFID II regulation. The template is to be used by banks, distributors and platforms selling third party products for reporting whether any of the products have been sold outside the target market (so called “negative” target market).