For "Institutions for Occupational Retirement Provision" or "Institutions for Occupational Retirement Provision" updated regulations (EbAV II or IORP II) apply since 2019.Contact us
The European directive defines standards regarding governance, cross-border activities as well as information obligations towards pension beneficiaries.
Accordingly, EIOPA and the ECB have introduced mandatory reporting requirements and reporting forms. Companies affected by this must submit their data to BaFin. BaFin in turn forwards the data to the ECB via the national central banks.
Compared to the previous reporting requirements, IORP II reporting has become significantly more demanding. This results in increased demands on both data management and IT processes.
The integrated Capmatix Regulations solution uses your existing reporting infrastructure and automates the creation of EbAV-II reports.
Flexible collection and validation of raw data from administrators, EMT look-through platforms and proprietary systems
Collection of reference and market data from Refinitiv, IHS Markit, WM-Daten and other data providers
Validation of input data by means of multi-stage verification procedures
Permanent control of all processes via the acarda dashboard
Continuous monitoring of all results; alert function in case of need for action
Generation of regulatory templates PF.06.02, PF.06.03, PF.09.02, PFE.02.01, PFE.06.02, PF.02.01 in Excel, CSV or XML
Transformation of data into other formats, e.g. OpenFunds, FundsXML
CFlexible design of all documents as well as the user interface in your corporate design
Report distribution via SFTP or e-mail as well as via a flexible web service
Provision via "white label" websites
Archiving of all data and documents