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.



Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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