ESMA. FCA FRAME. Reporting Readiness.
Fund reporting across the UK and EU is entering a period of significant change.
ESMA’s integrated reporting framework and the FCA’s proposed Fund Reporting for Asset Management Entities (FRAME) regime are expected to bring changes to reporting requirements, data and processes.
For firms operating across the UK and EU, understanding what is changing, and what it could mean for existing reporting arrangements, is becoming increasingly important.
What Should Firms Be Considering?
The practical impact will vary between organisations, but some key questions are already emerging:
- What reporting requirements are likely to change?
- What additional data may be required?
- Is the required data readily available and reliable?
- How could existing reporting processes be affected?
- Where could UK and EU requirements differ?
- What should firms be assessing now?
The detail is still developing, but firms do not necessarily need to wait for every final requirement before considering the potential impact.
A Practical Reporting Readiness Briefing
To help firms understand the changes ahead, Funds-Axis is offering technical reporting readiness briefings.
The sessions are designed as a focused discussion around four areas:
What Is Changing
A straightforward update on the latest developments around ESMA integrated reporting and FCA FRAME.
What It Could Mean for You
Consider the potential impact on your existing reporting arrangements and operating model.
Data and Operational Considerations
Explore where firms may need to look more closely at data availability, quality, processes and reporting infrastructure.
What to Think About Now
Identify practical considerations as the regulatory detail continues to develop.
Not a Sales Presentation
The purpose of the briefing is simple.
To provide an opportunity to understand the regulatory changes, ask questions and discuss what they could mean for your organisation.
There is no product presentation or sales pitch.
Just a focused conversation around the changes ahead.
Book an ESMA & FCA FRAME Reporting Readiness Briefing
If you’re currently assessing the potential impact of ESMA and FCA FRAME, we’d be happy to talk it through. Choose a convenient time through our online booking system.
