MiFID II Post-Trade Reporting Core Training

Our CPD-accredited MiFID II Post-Trade Reporting course provides a thorough understanding of RTS 1&2 pre & post trade transparency, systematic internalisers and key definitions.

Meet the Trainer

Chris Machin and SmartStream’s Linda Coffman, discuss the latest developments in Post-Trade Reporting

Chris Machin

Senior Regulatory Reporting Specialist

With more than 20 years of global financial services experience, Chris joined Kaizen in 2018 to build out and develop our Post-Trade Reporting services. Prior to this, Chris helped to build and sell the Approved Publication Arrangement (APA) solution, TRADEcho, in partnership with the London Stock Exchange.

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“Post-Trade Reporting can easily be forgotten due to the higher profile of Transaction Reporting. But it is just as essential for firms to understand their transparency requirements and take all steps to report accurately and in a timely manner.”

Chris Machin – Kaizen Reporting

Costs

  • £270 plus VAT (Standard virtual training rate)

NB – Clients will be invoiced the fees. Non-clients can pay by credit card when registering.

All our training courses are currently virtual events via video conferencing. MiFID II Post-Trade Reporting is held in a three hour online session. Once you have purchased a ticket via Eventbrite, the joining details will be emailed to you within two working days.

For an in-house course for you and your team, please send an email to training@kaizenreporting.com.

Course overview 

This training course will look to provide a broad understanding of the MiFID II Trade Reporting regime for RTS 1&2 pre & post trade transparency, systematic internalisers and key definitions.

Topics covered

  • The basics of real time reporting to APAs
  • The evolution of the regime
  • The different terminology
  • The scope of reporting
  • The timing of reporting
  • The fields and how to populate.

Who is it for? 

Compliance, Trade Support & Regulatory Operations teams. In most firms, although Trade Reporting is a Front Office trading regime, the reporting maintenance has fallen to Operations teams. It will however benefit anyone involved in the MiFID reporting process.

Benefits 

The course will give participants an overview of the MiFID II Trade Reporting requirements to reduce the risk of inaccurate reporting via their APA.  It will give an understanding of the evolution of the regime and the transparency objectives.

Find out more and book your place

For further details about Kaizen's Post-Trade Reporting Core Training course and to book your place. please visit our Eventbrite page.

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