EMIR Refit Reporting Training

Kaizen's EMIR Refit Reporting Training Course provides a comprehensive understanding of the new requirements for derivatives reporting under EMIR.

CISI endorsed Continuing Professional Development scheme

Emir Refit Course Overview

As firms prepare for the EMIR Refit go-live date of 29 April 2024 (Europe) and 30 September 2024 (UK), Kaizen’s half-day course, delivered by our regulatory experts, can help attendees enhance their knowledge and understanding of the seismic changes that Refit brings.

The course provides a core understanding of the reporting requirements including the regulatory drivers, scope, trading scenarios and the key fields that comprise a report.

*Please note we are running this course virtually in a 4 hour session.

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.

For an in-house course for you and your team, please email 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
Trainer profile

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.

Read Tim's bio

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