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We'd like to offer a standard solution based on the regulators own data to the thousands of firms out there with these obligations. If large banks with near infinite resources fall foul of the regulator after 14 years of trying to get it right, we think firms need all the help they can get.
DARRENCEO, Oktris LimitedI’ve seen reporting firms request 20-40 fields of data from their customers in order to be able to report a single instrument. How about one. The ISIN. That’ll do nicely for Oktris in most cases.
DARRENCEO, Oktris Limited.The provision of reference data to the regulators is a requirement under MiFID II. Of the two “big six” firms in the reporting space that offer any solution at all, they both require a customer to provide a large amount of hard to source data to enable them to do so.
DARRENCEO, Oktris Limited.The capability to send both reference and quantitative trade data to the regulators. Not one firm is offering this solution as a standalone. The single firm that actually had the capability when we started, required a customer to take other expensive products first and had serious gaps in product coverage.
DARRENCEO, Oktris Limited.The industry is stuck with the same reporting choices as they have been for the past 5 years. There is no innovation and no customer service. The thinking is very much “Take it or leave it – who else will they turn to?” Well, now those customers have someone else to turn to.
DARRENCEO, Oktris Limited.Firms providing MiFID II regulatory reporting tend to focus on Transaction and post trade reporting. There isn’t much of a focus on solutions for other mandatory reports like instrument reference data and transparency calculation data reporting.
DARRENCEO, Oktris Limited.Two of the six big firms in the reporting space offer a partial solution, requiring significant provision of data by financial firms. The others offer no solution.
DARRENCEO, Oktris Limited.The capability to send reference data to the regulators is a requirement under MiFID II. Two of the six firms in the reporting space offer a partial solution requiring significant provision of data by financial firms.
DARRENCEO, Oktris Limited.The Oktris solution requires the provision of one single data field in the case of an existing instrument, and no on-boarding for other products is required!
DARRENCEO, Oktris Limited.Featured projects
New updates
Dec 01, 2021
ToTV or not ToTV – That is the question.
In this opinion piece, we look at how it’s impossible for firms, even an ARM or APA, to determine with complete accuracy if an instrument is in scope for reporting at the time those reports are made. Having illustrated the problem, we go on to explore how a firm can meet its regulatory obligation to […]
Jan 11, 2021
End of Brexit Transition Period: New UK datasets replace ESMA data for MiFID II regulatory reporting.
Following the end of the Brexit Transition Period, the Financial Conduct Authority of the United Kingdom replaced several ESMA systems and datasets. This data helps firms, amongst other things, to determine their UK reporting obligations. These new FCA data sets are deemed by the FCA to be the accepted data sets to be used by […]
Dec 01, 2020
Oktris Web Portal
The investment industry, whether it be firms themselves or the private clients investing with them, has long called for a quick and easy way of accessing instrument reference data. Wouldn’t it be ideal if there was a single, free-of-charge source to go to that happens to be the same data used by the regulators? […]