EMIR Refit Reporting Training
Kaizen's EMIR Refit Reporting Training Course provides a comprehensive understanding of the new requirements for derivatives reporting under EMIR.
EMIR Refit Course Overview
As firms prepare for EMIR Refit go-live, Kaizen’s virtual course can help attendees enhance their knowledge and understanding of the seismic changes that it brings.
The four-hour course provides a core understanding of the reporting requirements including the regulatory drivers, scope, trading scenarios and the key fields that comprise a report.
Who is it for?
The course is primarily aimed at compliance and operations staff, but it will benefit anyone involved in preparing for EMIR Refit.
What are the benefits?
Attendees will gain a greater understanding of the EMIR Refit reporting requirements to help with their preparations for go-live and reduce the risk of incomplete or inaccurate reporting.
What does it cost?
£499 plus VAT (£598.80)
Standard virtual training rate
NB – Clients will be invoiced the fees. Non-clients can pay by credit card when registering.
Our training courses are delivered via video conferencing. Once you have purchased a ticket via the Eventbrite platform, the joining details will be emailed to you within two working days.
We can also run this course in-house for you and your team, for more information please contact our Training Team.
Topics covered
- Reporting documentation
Essential reading for EMIR and EMIR Refit reporting - Introduction to EMIR and EMIR Refit
What is EMIR and the regulatory drivers behind the regulation?
Trade reporting versus position reporting
Field types - The need for EMIR Refit
Timelines and key changes - EMIR Refit specific scenarios
Clarity on specific trading scenarios - New fields and amended fields
Counterparty data
Common data
Margin and collateral data - Question & Answers
Meet the Trainer
Tim Hartley
EMIR Reporting Director
Tim is a specialist in EMIR regulatory reporting and has a deep understanding of the full trade and position reporting lifecycle, from pre-sale, through to daily reporting and post-trade reporting review. Tim has assisted and advised a broad range of firms, including hedge funds, asset managers, brokers and non-financial firms to enable them to meet reporting and regulatory requirements, implement fit for purpose and best practice approaches, as well as avoid regulatory scrutiny.
Read Tim's bio