29
Apr
2020

Solvency II: The new reporting Template

14:00
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Insurance firms are required to comply with Solvency II which, in turn, means that investment managers need to provide portfolio data to their insurer clients. The IA was a key participant in the creation of the tripartite template (TPT) which has been used for this purpose for several years. The TPT has recently been updated to new version 5. This webinar, in conjunction with Deloitte, will explore the changes and how firms can continue to deliver data to their clients.

What will the webinar cover:

• The new TPT and changes from previous versions;
• Guidance material;
• Outlook on future developments

  • Client reporting
  • Compliance and operations staff responsible for providing portfolio data to insurance clients  

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