Mifid reporting template focus of briefings in Stockholm

Jonathan Boyd
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Mifid reporting template focus of briefings in Stockholm

The Swedish Investment Fund Association is set to hold meetings on behalf of its members on 19 and 24 April to consider issues arising from the European Mifid Template (EMT) reporting requirements.

The meetings are set to focus on the requirements as they affect reports given to distributors but also to investors, for example, as applicable to fund providers running discretionary mandates. Also addressed will be facets of Priips reporting requirements.

Examples of questions that will be adressed include: how will reporting work? how will the information be used by recipients? are there proposals for improvements? how are ex-post fees calculated? The Association has also asked its members to email questions ahead of the meetings.

In its second meeting scheduled for 24 April, the Association will focus on practical application of the template, and considering the questions and issues discussed in the first meeting on 19 April.

“The aim is to achieve better reporting, a better understanding of the information and at the end of the day better accounting for the investor,” the Association notes. Both meetings are targeted at industry professionals working on EMT templates.