Product release news – European ESG template (EET) v1.0

Product release news – European ESG template (EET) v1.0
On March 14th, FinDatEx published the official EET Version 1.0. This template is the official FinDatEx data-exchange template for ESG data, following the definitions from applicable EU regulation (eg. SFDR, Taxonomy Regulation, IDD, MiFID). The version provides Mandatory [M] / Conditional [C] information due to be delivered from 1. June 2022 to distributors and insurers under the MIFID II and IDD starting from August 1st 2022.  

The disclosure of the ESG data needs to be available to investors prior to the investment decision. With the new EET, all market participants will benefit from the ESG data exchange under the uniformed standards.

The EET template plays a critical role to the growing need of the market for ESG data transparency.   The EET v1.0 delivery date is fast approaching. We are happy to announce that, LPA full suite ESG solution is already supporting the generation of the EET v1.0 template. Our end to end solution enables our clients to load their data, easily generate EET and distribute it, all in one transparent platform.  

With LPA, we ensures you to be compliant with the regulatory requirements and benefit from the market best practices on ESG topics. Our experts who are active members of industry associations and working groups on ESG and EET follows updates and industry trends.
Ayal Leibowitz

Chief Innovation Officer

Michael Gouverneur joins as new sales lead for Capmatix Contract Navigator

LPA expands Capmatix team with new hire Michael Gouverneur joins as new sales lead for Capmatix Contract Navigator

FCA makes version changes to AIFMD Annex IV reports

Following the UK's withdrawal from the EU, the FCA makes changes to the AIFMD Annex IV reports and published a new AIFMD report version 2 which will be effective to all reports with reporting period end 30 June 2022 and later.

Regulators heavy controls on the AIFMD Annex IV reports, what should asset managers do?

The French regulator AMF plans to apply most ever tight controls on the AIFMD Annex IV reports. Based on a consultation paper from the AMF in January 2022, the regulator plans to reinforce the controls of the completeness and consistency of the Annex IV reports. 12 reporting fields that were previously optional will be mandatory; 19 additional consistency checks will be applied by the regulator automatically. Unqualified reports will be rejected by the regulator directly. As a consequence of the consultation, AIFMs reporting to AMF will have to pay special attention to their reporting content and ensure that they are compliant to the new requirements outlined by the AMF. The new requirements from the French regulator will fully enter into force from 1st July onwards.

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