Summary
In brief
The EMIR Refit course is designed to familiarise compliance and operations staff working in EMIR reporting with the key changes which are coming as part of the Refit amendments to the existing rules.
Next upcoming course
June 29, 2023
1.00pm – 4.30pm
Course location
This course will be delivered remotely by the instructor using Microsoft Teams.
Event details
The EMIR Refit course is designed to familiarise compliance and operations staff working in EMIR reporting with the key changes which are coming as part of the Refit amendments to the existing rules. As such, the course assumes a good working knowledge of the main concepts of EMIR as the focus is on the changes not current practice (completing the EMIR Foundation course would be ideal).
Course outline
The course covers:
Brief recap of existing rules
- Reportable Instruments
- Counterparties
- Brexit
Background to EMIR Refit
- What is new
- ISO 20022 XML Schema
- Unique Product Identifier (UPI)
- Action Types and Events
- Reconciliations
- Updating Pre-Refit Trades
- Collateral Reporting
- Mandatory Delegated Reporting
- UTI Workflow
- Deleted Fields
- New Fields, field by field analysis
- Changing fields
Who is this course suitable for?
This course is suitable for anyone who EMIR reports. It is recommended that attendees have already completed the EMIR Foundation course.
Cost:
£600 plus VAT (UnaVista clients)
£800 plus VAT (Non-UnaVista clients)
NB: Fee can be invoiced or payment can be made with a debit or credit card at checkout.
Course Dates:
- 25 November 2022 (9.00am - 12.30pm)
- 18 January 2023 (9.00am - 12.30pm)
- 23 March 2023 (9.00am - 12.30pm)
- 12 May 2023 (9.00am - 12.30pm)
- 29 June 2023 (1.00pm - 4.30pm)
- 3 August 2023 (9.00am - 12.30pm)
- 28 September 2023 (9.00am - 12.30pm)
- Further dates to be added
Please note – the instructor-led course is currently delivered remotely using MS Teams so no physical attendance is required. A full PDF pack of notes will be issued to all delegates after the course.
Before booking, please ensure you have read our cancellation policy.
If you have any questions please contact us on the following email address: uvtraining@lseg.com
Judy Leung
Senior Vice President, Financial Services Compliance and Regulation, Kroll
Judy Leung joined the firm in 2012 having previously worked for a variety of authorised investment firms as a Compliance Officer. Judy has over 20 years of Compliance experience covering Front Office Compliance Advisory, Compliance Monitoring and Operational Regulatory Compliance. During her time with Kroll, Judy has worked with a number of firms including asset managers, broker dealers and investment banks and exchanges to review, enhance and develop compliance processes, workflow controls, procedures and documentation mainly in the Markets and Regulatory Reporting space. This has included secondments, S166, health checks, technical advisory and training. Judy delivers a range of Compliance Regulatory Reporting training modules including MiFIR and EMIR.
Todd D’Ambra
Vice President, Financial Services Compliance and Regulation, Kroll
Todd D’Ambra joined Kroll after transaction reporting roles at a number of major investment banks, primarily focusing on EMIR reporting but crossing into several other jurisdictions. Todd has wide experience of taking regulatory requirements and turning them into functional processes. Todd delivers the EMIR training module.
UnaVista client rate: £600 (+VAT) and non-client rate: £800 (+VAT)
NB: UnaVista clients will be invoiced the fee. Non-UnaVista clients can pay by credit card.
“During my career I have attended several financial related trainings in the past but I strongly believe Unavista e-Learning Academy provided one of the best ones in terms of relevancy, content and delivery. During 2019 I have consumed both MIFIR and EMIR Foundation courses and successfully passed online and in class certifications. The whole training process was a pleasant experience being fit for non-financial background persons as well as experienced ones.
In class courses filled the gap between theoretical knowledge and practical business needs but with a personal touch and tailored to the audience.
The online e-Learning Platform is very intuitive and visual appealing allowing attendants to take the courses on their own schedule and prepare for the exams properly.
Overall impression about the Unavista Academy is that it provides an excellent opportunity for career advance, offering great value along with professional trainers.”
Radu Saligny - UnaVista Product Solutions Team Lead
- “This is a tool that is fairly intuitive and you can feel that it has been tailored to the needs of your peers.
- Rather than finding a golden method to deliver information, it provides several types of info presentation and delivery, which you can customise as you go along.
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- The courses even carry a subtle note of ‘I know this info might not make much sense now, don’t worry, it will come up again in due context and you`ll map it properly then’.
Whether you are preparing for your existing role, training for future ones, starting in fintech or whether you`re already awesome at these, the UnaVista e-Learning Academy will give you that elusive ‘good student’ feeling.”
Valentin Ditulescu - UnaVista Customer Support Analyst
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