EMIR Refit Reporting Training

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

CISI endorsed Continuing Professional Development scheme

Course overview

Kaizen’s CPD-accredited training course will help attendees enhance their knowledge and understanding of the seismic changes that EMIR Refit 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.  The course covers both EU and UK reporting. 

Who is it for?

The course is primarily aimed at compliance and operations staff, but it will benefit anyone involved in the EMIR reporting process, including those preparing for UK EMIR Refit. 

What are the benefits?

Attendees will gain a greater understanding of the new EMIR reporting requirements. Enhanced knowledge will help reduce the risk of incomplete or inaccurate reporting which can lead to costly remediation programmes and potential sanctions.

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
Trainer profile

Meet the Trainer

Tim Hartley

EMIR Reporting Director

Tim is a specialist in EMIR trade 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, enabling them to meet reporting and regulatory requirements, implement best practice approaches, and avoid regulatory scrutiny.

Read Tim's bio

Choose your date and book your place!