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SFTR Reporting Core Training

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Join Kaizen Reporting's CPD-accredited SFTR Reporting Core Training Course, delivered by regulatory reporting expert Jonathan Lee.

About this event

*** Please note, due to the current pandemic all of our training courses are now virtual events via video conferencing. They will be held in two, 2:15 hour sessions across two consecutive days. Once you have purchased a ticket, the joining details will be emailed to you within 2 working days***

Kaizen Reporting's half day training course provides attendees with a thorough introduction to achieving accurate and complete SFTR Reporting. The course is written and delivered by Kaizen's Senior Regulatory Reporting Specialist, Jonathan Lee, an expert in a number of regulatory regimes in the transaction reporting, trade reporting, liquidity reporting and prudential supervisory space. The course is endorsed by Chartered Institute for Securities & Investment (CISI) and is CPD-accredited.

Overview: This half-day course will provide a detailed overview of the reporting requirements and an in-depth study of how to comply with the regulation. We will thoroughly review the scope, nature of reportable activities and how to complete reports. Appropriate controls, standards and industry wide engagements will also be discussed.  

Who is it for? Anyone involved in the SFTR reporting process from both sell-side and buy-side investment firms, corporate treasuries engaged in SFT business, CCPS, CSDs, triparty agents, agent lenders with own account SFT business or delegated reporting to deliver. 

Benefits: Attendees will gain a detailed understanding of the SFTR reporting requirements to ensure a high level of regulatory compliance.

Course Dates

  • PART ONE: 13:00PM - 15:15PM 6th July2021
  • PART TWO: 13:00PM - 15:15PM 7th July 2021

Please contact us for in-house options: training@kaizenreporting.com


£270 plus VAT (Standard virtual training rate)

NB- A small platform fee is applied by Eventbrite

Meet the Trainer:

Jonathan Lee- Senior Regulatory Reporting Specialist

Jonathan leads Kaizen's SFTR services and bring with him 20 years of front-to-back investment banking experience, most recently at JP Morgan. His focus over the past five years has been on the emergence of new regulations covering securities financing, money market reporting and collateral reuse. In this capacity, he has been closely engaged with the FSB, ESMA, ECB and Bank of England and has been at the forefront of educational and advocacy efforts for SFTR in the lead up to its go live in 2020 and beyond. Read Jonathan's full bio.

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

Kaizen's Training 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 – Due to the pandemic our courses are now 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 organisation, 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 email: training@kaizenreporting.com

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Organizer Kaizen Reporting

Organizer of SFTR Reporting Core Training

We are on a mission to transform the quality of regulatory reporting in the financial services industry.

We’ve combined regulatory expertise with advanced technology to develop our multi-award winning automated services for trade and transaction reporting assurance, shareholding disclosure and our new Single Rulebook digital platform.

It’s our forensic focus on data accuracy that sets us apart and we are proud to call many of the world’s largest banks, asset managers, hedge funds and brokers as our clients.

Whether it’s MiFIR, EMIR, Dodd Frank, SFTR, another G20 regulation, or the global shareholding disclosure rules, we exist to help our clients reduce costs, improve quality and increase confidence in their regulatory reporting.

 Visit our website or follow us on LinkedIn

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