EMIR Refit Reporting Core Training Course

EMIR Refit Reporting Core Training Course

Join Kaizen’s EMIR Refit Core Training Course, delivered by Kaizen’s leading experts in regulatory reporting.

By Kaizen

Select date and time

Friday, June 13 · 1 - 5am PDT

Location

Online

Refund Policy

Contact the organizer to request a refund.

About this event

Kaizen's EMIR Refit Reporting Core Training Course provides a comprehensive understanding of the new requirements for derivatives reporting under EMIR. The half-day workshop is led by Kaizen’s regulatory reporting subject matter experts.

Overview: This virtual course provides a core understanding of the EMIR Refit reporting requirements including the regulatory drivers, the reporting 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.

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.

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 scenarios

• New fields and amended fields

Counterparty data

Common data

Margin and collateral data

• Question & Answers

Costs:

£499 plus VAT (£598.80) - Standard online training rate

NB- A small platform fee is applied by Eventbrite


The event is also subject to Kaizen's General Terms and Conditions and Cancellation Policy.

Registration and Payment - Course delegates should register for the course on Eventbrite by completing the online registration. Registration must be completed 48 hours before the closing date.

Venue – Our courses are held online, via a video conferencing platform. Delegates are responsible for their own internet connection and IT equipment to join the training.

Intellectual property rights in the Course and Course Materials – The discounted virtual training does not include exam or supporting documentation. All intellectual property rights in course documentation supplied by Kaizen are and shall remain property of the Kaizen and therefore any exploitation, copying or distribution in any form of the same is strictly prohibited, except with the written consent of Kaizen. The delegate or organisation (whichever is applicable) shall not at any time use the name, logo or trademark of the Kaizen without the written consent of Kaizen.

Cancellation Policy – Substitute delegates may be made subject to notifying Kaizen of the change in attendees at least 24 hours before of the course start date. If you are an organization, details of all delegates must be given to Kaizen at least 48 hours in advance of the course date.

A full refund will be given for cancellation requests received at least 10 working days before the course. Cancellations must be made by email to: training@kaizenreporting.com and must be received at least 10 working days before the course. Course delegates who cancel 10-5 working days prior to the course will receive a refund equal to 50% of the fee. No refund will be given for cancellations received less than 5 working days before the course.

Kaizen in its absolute discretion reserves the right to cancel the course due to unforeseen circumstances; in such circumstances Kaizen will use reasonable endeavours to contact the delegate or organisation (whichever is applicable) by email.

Liability – Kaizen shall use every effort to ensure that the contents of the course are accurate and up to date but Kaizen shall not be liable for any inaccurate or misleading information, nor for any consequential damage or expense or any loss of profit or any liability to third parties incurred as a result of reliance on such information which is provided for educational purposes only. Kaizen will provide an additional conference line number for anyone that experiences connection issues during any virtual training. However, Kaizen cannot be held accountable for any technology issues that occur during the virtual training due to external platform.

Kaizen aggregate liability under this agreement shall be limited to the total fees payable under this Agreement. Nothing in this Agreement shall limit the liability for death, fraud or personal injury caused by its negligence.

If you have queries regarding the course please send an email to training@kaizenreporting.com


Organized by

Kaizen are regulatory specialists on a mission to revolutionise compliance and make it easier for financial firms to work with regulation.

By combining regulatory expertise with advanced technology, we’ve developed our multi-award winning automated services for trade and transaction reporting assurance, research and surveillance, shareholding disclosure and our Single Rulebook digital platform. Kaizen exists to help our clients reduce costs, improve data quality and meet their compliance obligations.

 Visit our website or follow us on LinkedIn