UnaVista MiFIR Update Webinar
UnaVista is hosting this webinar to help firms with their preparations for MiFIR reporting. On 10 October ESMA released the final guidelines on MiFIR transaction reporting, we will provide a summary of the changes and details of how your firm can make the most of MiFIR reporting by illuminating best practices.
We will also demonstrate UnaVista’s MiFIR service, which is now available for clients to test in , and showcase a few services that will help your business not just comply but thrive because of MiFIR.
Agenda
- Details of the final guidelines for MiFIR transaction reporting
- Demo of the new UnaVista MiFIR ARM
- Turning MiFIR into an opportunity
We will also demonstrate UnaVista’s MiFIR service, which is now available for clients to test in , and showcase a few services that will help your business not just comply but thrive because of MiFIR.
Agenda
- Details of the final guidelines for MiFIR transaction reporting
- Demo of the new UnaVista MiFIR ARM
- Turning MiFIR into an opportunity
Recorded
Nov 15 2016
51 mins
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Presented by
David Nowell, Industry Relations & Regulatory Compliance, UnaVista; Tom Wieczorek, Product Mgt and Marcus Jeffery, Pre-Sales
David Nowell, Industry Relations & Regulatory Compliance, UnaVista; Tom Wieczorek, Product Mgt and Marcus Jeffery, Pre-Sales
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SFTR Webinar Series - 5 things you should know about your clients Recorded: Sep 11 2019 47 mins
UnaVista | LSEG, Message Automation | Broadridge Financial SolutionsAs part of their SFTR preparation process, many firms in the industry will need to know more about their clients in order to prepare adequate plans in place ahead of the deadline in advance of this important regulation.
Having a structured approach can, no doubt, help financial institutions to achieve an effective client outreach process necessitated by new regulatory compliance obligations, such as, in this case, SFTR, ensuring a fully tracked, efficient and client-centric approach to collecting data and documentation.
In this webinar, UnaVista and Broadridge come together to discuss 5 key components of that outreach that are critical but can sometimes get overlooked, including:
• How to get the required reference data (LEI, ISINs)?
• Who will generate UTI?
• Are they small non-financial counterparties (NFC-)?
• Do they have a non-EEA reporting obligation?
• Agreeing on the workflow
Our panel of experts will also discuss quick polls and answer any audience questions during the live webinar and real-time Q&A session.
11 September 2019 at 3.00pm London | 4.00pm Paris | 10.00am New York
Even if you cannot attend on the date, we encourage you to register anyway. The webinar will be recorded and we’ll make the link available to all registrants who are unable to join us live.
Expert Panel:
• Catherine Talks, Product Manager, UnaVista | London Stock Exchange Group; and
• Dean Bruyns, Senior Product Manager, Message Automation | Broadridge Financial Solutions.
Hosted by: UnaVista | London Stock Exchange Group -
SFTR Webinar Series - SFTR reporting options for cleared trades Recorded: Jun 27 2019 43 mins
UnaVista | LSEG, LCHGiven the complex nature of reporting requirements for security financing transactions and how these relate to cleared trades under SFTR many firms will struggle to prepare for the right level of reporting. There are ways to simplify the process and ensure help is available especially to firms clearing through LCH’s RepoClear that can be offered assisted reporting for SFTR.
In this webinar, we'll be discussing some of the key factors, challenges and critical issues as well as LCH’s collaboration with UnaVista that will significantly simplify reporting obligations under SFTR for RepoClear members. UnaVista has a proven track record of partnering with the industry to reduce the burden on clients’ internal infrastructure.
• Host: Mark Husler, CEO, UnaVista at London Stock Exchange Group
• UnaVista speaker: Tom Wieczorek, MD Global Product Management, UnaVista at London Stock Exchange Group
• Guest presenter: James Stacey, Regulatory Business Analyst, LCH -
SFTR Webinar Series – How to prepare your data for reporting Recorded: Jun 18 2019 42 mins
UnaVista | LSEG, LuxoftSFTR Data Preparation, Enrichment and Interoperability
Given the very manual nature of workflows used for security financing transactions in general and security lending transaction and given the level of detail being required to be reported under SFTR many firms will struggle to obtain the data points needed for reporting. Service providers are offering data enrichment services to help clients navigate the reportable data points.
Another aspect key to trade matching between TRs is generation and transmission of UTI details between counterparties.
In this webinar, we discuss some of the key critical issues relevant to SFTR data preparation.
• UnaVista Host: Marcus Jeffery, Global Head of Pre-Sales, Director, London Stock Exchange at UnaVista
• UnaVista Presenter: Steve Holland, Product Manager, London Stock Exchange
• Guest presenter: Geoff Hutton, Regulatory Specialist at Luxoft -
SFTR Webinar Series – Which collaborative reporting model is right for you? Recorded: Jun 13 2019 57 mins
UnaVista | LSEG, Kaizen ReportingThe decision to keep the reporting in house versus delegation will depend on various factors like, type of the firm, size of the firm, number of SFTs traded and firm’s view towards data security. Risk concerns will play an important role considering the sensitive information that is required to be transmitted in a delegation scenario.
In this webinar, we'll be discussing some of the key factors, challenges and critical issues as well as 'pros and cons' around delegated reporting.
• Host: Marcus Jeffery, Global Head of PreSales, Director, London Stock Exchange at UnaVista
• UV presenter: Tom Wieczorek, MD Global Product Management, UnaVista at London Stock Exchange Group
• Guest presenter: Jonathan Lee, Senior Regulatory Reporting Specialist (SFTR) at Kaizen Reporting -
Get the SFTR advantage with UnaVista and IHS Markit Recorded: Apr 15 2019 57 mins
Marcus Jeffery, UnaVista; Catherine Talks, UnaVista; Fabien Romero, IHS Markit and Jonathan Tsang, IHS MarkitWith a proven track-record of providing regulatory reporting solutions in the financial services industry, UnaVista and IHS Markit have teamed-up to help firms prepare more thoroughly for their SFTR reporting obligations. -
7 ways to improve your MiFID II reporting Recorded: Sep 12 2018 55 mins
UnaVista, LSEGThis webinar reviews the first 9 months of MiFID II transaction reporting, looks at the most common errors, provides insight into the best reporting practices and highlights the regulators and clients perspective -
SFTR Breakfast Briefing Highlights Recorded: Jul 19 2018 3 mins
Andrew Dyson, Steven Holland, Tim Martins and Adrian DaleThe SFTR Breakfast Briefing was organised to help reporting firms understand key issues affecting firms with a reporting obligation. Upon registration, we asked our attendees what they would like to find out from the event.
The key topics included:
- The market's state of readiness
- Reconciliation of life-cycle events
- Key focus for reporting firms over the next 12 months
These key topics formed basis of our panel discussion by our expert panellists.
The event was moderated by Andrew Dyson, CEO of ISLA
Panellists included:
- Steven Holland, SFTR Product Manager, UnaVista
- Tim Martins, Head of Repo and Money Markets, MTS
- Adrian Dale, Director of SFTR Product Development, IHS Markit -
Part 1 - SFTR Breakfast Briefing Keynote Recorded: Jul 18 2018 31 mins
Andrew Dyson, Steven Holland, Tim Martins and Adrian DaleWelcome note by moderator, Andrew Dyson.
Watch the introduction, overview of the event and regulatory update.
The audience were asked several polling questions including their state of readiness and what module of reporting they were planning to use. -
Part 2 - SFTR Breakfast Briefing - Panel Discussion Recorded: Jul 17 2018 47 mins
Andrew Dyson, Steven Holland, Tim Martins and Adrian DaleOur expert panellists from UnaVista, IHS Markit and MTS focused on key industry challenges and shared their perspectives on the following topics:
- The market's state of readiness
- Reconciliation of life-cycle events
- Key focus for reporting firms over the next 12 months.
The event was moderated by Andrew Dyson, CEO of ISLA
Panellists were:
- Steven Holland, SFTR Product Manager, UnaVista
- Tim Martins, Head of Repo and Money Markets, MTS
- Adrian Dale, Director of SFTR Product Development, IHS Markit -
Part 3 - SFTR Breakfast Briefing Q & A Recorded: Jul 12 2018 35 mins
Andrew Dyson, Steven Holland, Tim Martins and Adrian DaleThe concluding part of the SFTR Breakfast Briefing features more questions from our audience. Watch to find out if the questions resonate with your firm and if the responses by the panellists can provide you with better clarity on current challenges facing your firm. -
Preparing for SFTR Recorded: Apr 25 2018 46 mins
Rebecca Dean, Associate Dir Grant Thornton; Andrea Ferrise, Compliance Officer UnaVista & Steve Holland, Prod Mgr UnaVistaPresented by UnaVista and Grant Thornton.
Join us at this webinar to learn the key challenges of SFTR, lessons learned from MiFID II and EMIR and how your firm can start preparing whilst we await the final draft RTS from the European Commission. -
MiFID II: Ask the Experts Recorded: Oct 3 2017 59 mins
London Stock Exchange GroupThis webinar will give viewers the chance to ask the hard unanswered questions on MiFID II reporting to a panel of experts.
The webinar agenda will be created by the viewers, send your questions in before the event and we will build the conversation around them. You will also get a chance to ask questions live to the panelists and participate in a series of polls with your peers to benchmark your preparations against the rest of the industry.
Host
Leonard Ng - Partner, Sidley LLP
Expert Panel
Dan Shepherd – Head of Sales, TRADEcho
David Nowell – Head of Compliance, UnaVista, LSEG
Hannah Meakin – Partner, Norton Rose
Manmeet Rana – Director, Risk Advisory, Deloitte
Tom Wieczorek – MD Product Management, UnaVista, LSEG -
MiFIR Webinar Series - the right systems and controls Recorded: Jun 28 2017 52 mins
LSEG and Kaizen ReportingRegister now for this series of webinars to help educate firms on the different aspects of MiFIR reporting before the January 2018 go-live.
London Stock Exchange Group and guest speakers will be providing clarity on how MiFIR will affect different industry segments across the most important parts of the regulation. Firms can turn MiFIR into an opportunity to improve their business, register to find out more.
All sessions will include a live Q&A with the speakers and a chance to get all your questions answered. -
MiFIR Webinar Series - MiFIR for Buy-Side Recorded: Jun 13 2017 59 mins
LSEG and EZE SoftwareRegister now for this series of webinars to help educate firms on the different aspects of MiFIR reporting before the January 2018 go-live.
London Stock Exchange Group and guest speakers will be providing clarity on how MiFIR will affect different industry segments across the most important parts of the regulation. Firms can turn MiFIR into an opportunity to improve their business, register to find out more.
All sessions will include a live Q&A with the speakers and a chance to get all your questions answered. In this webinar LSEG and EZE Software will be discussing the following points:
- Key MiFIR challenges for the buy-side
- Identifying and acquiring LEIs
- Personal data reporting requirements
- MiFIR technical challenges and opportunities
- Live Q&A session -
MiFIR Webinar Series - MiFIR for Wealth Managers Recorded: May 30 2017 45 mins
LSEG and WMARegister now for this series of webinars to help educate firms on the different aspects of MiFIR reporting before the January 2018 go-live.
London Stock Exchange Group and guest speakers will be providing clarity on how MiFIR will affect different industry segments across the most important parts of the regulation. Firms can turn MiFIR into an opportunity to improve their business, register to find out more.
All sessions will include a live Q&A with the speakers and a chance to get all your questions answered.
Speakers
- Ian Cornwall - WMA
- Tom Wieczorek - UnaVista, LSEG
- Marcus Jeffery - UnaVista, LSEG -
MiFIR for APAC firms Recorded: May 17 2017 61 mins
UnaVista, LSEG and CatenaRegister now for this series of webinars to help educate firms on the different aspects of MiFIR reporting before the January 2018 go-live.
London Stock Exchange Group and guest speakers will be providing clarity on how MiFIR will affect different industry segments across the most important parts of the regulation. Firms can turn MiFIR into an opportunity to improve their business, register to find out more.
All sessions will include a live Q&A with the speakers and a chance to get all your questions answered. -
MiFIR Webinar Series - Unified ARM and APA reporting Recorded: Apr 27 2017 47 mins
LSEGRegister now for this series of webinars to help educate firms on the different aspects of MiFIR reporting before the January 2018 go-live.
London Stock Exchange Group and guest speakers will be providing clarity on how MiFIR will affect different industry segments across the most important parts of the regulation. Firms can turn MiFIR into an opportunity to improve their business, register to find out more.
All sessions will include a live Q&A with the speakers and a chance to get all your questions answered. -
MiFID II Commodities Positions Reporting Webinar Recorded: Mar 1 2017 37 mins
Sceaf Berry, UnaVista Regulations Business AnalystDuring our recent "MiFIR: Beyond the Reporting" webinar, we highlighted some of the ancillary parts of MiFID II that firms are looking into in order to stay ahead of the regulatory reporting curve.
Some of the ancillary reporting obligations have not been talked about much by the industry resulting in firms not knowing enough about how they will be affected by these regulations.
Join UnaVista at this webinar on Wednesday, 1 March as we shine the light on MiFID II Commodities Positions Reporting.
You'll learn :
What requirements you have as part of the commodities position limits regime
If your firm is subject to commodities position reporting requirements
If your firm can be exempted from the MiFID II commodities regime -
MiFIR: Beyond the reporting Recorded: Jan 31 2017 62 mins
UnaVista, TRADEchoMiFIR goes live in just over 365 days, leading firms are now moving past trade and transaction reporting and focusing on remaining requirements. UnaVista and TRADEcho invite you to this webinar where we will be talking about the ancillary parts of MIFIR reporting.
How will your firm address RTS 23 Reference Data Reporting? Are you required to do Commodities Position Reporting? How are you going to acquire LEIs and ISINs for your reporting?
Find out more on this webinar. -
How to optimize and reconcile regulatory reporting Recorded: Nov 22 2016 61 mins
UnaVista, London Stock Exchange, FTFNewsHow do you develop a regulatory reporting and data reconciliation strategy that allows your firm to not only comply but become more efficient?
In the wake of the financial crisis, global regulators have created a conundrum of overlapping regulations with challenging data demands to be delivered in multiple formats. In order to comply with these regulations in time for the tight deadlines, firms often rely on separate tactical solutions, leading to further operational and technical challenges down the line. Firms also have the additional task of integrating data integrity controls to confirm the accuracy information throughout their data workflow.
In this webcast, experts discuss strategies for incorporating optimal regulatory reporting and reconciliation processes.
The 60-minute webinar drills down on:
An overview of current and upcoming reporting regulations
Which data points can provide harmonization
How to create operational efficiency across multiple global reporting regimes.
A regulators view of what reporting best practice looks like
Educational events helping firms reduce operational & regulatory ris
Videos and webinars to help educate firms on the upcoming regulatory reporting requirements
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- Title: UnaVista MiFIR Update Webinar
- Live at: Nov 15 2016 3:00 pm
- Presented by: David Nowell, Industry Relations & Regulatory Compliance, UnaVista; Tom Wieczorek, Product Mgt and Marcus Jeffery, Pre-Sales
- From:
