4 Easy Steps to Porting to UnaVista's Trade Repositories

4 Easy Steps to Porting to UnaVista's Trade Repositories

Read this case study on the speedy onboarding of all the FCA's clients for MiFID

UnaVista is committed to helping firms with the process of porting to our Trade Repository for EMIR. We have highlighted our four step process which firms can follow below: 

Step 1: Initial Notification 

Step 2: Planning and Preparation

  • If you sign you’ll get access to UnaVista UAT to sign off before going into production
  • Attend a 3-way review call to discuss the migration plan with UnaVista and your old TR
  • Agree on porting weekend date and reporting cut-off between the parties

Step 3: Execution of Transfer

  • Old TR provides you and UnaVista with the number of outstanding transactions to be ported
  • Old TR send the relevant files to UnaVista via SFTP secured connection
  • UnaVista retrieves the files and where applicable imports the data into your instance of our system

Step 4: Verification of the Data Transferred and Final Notifications

  • UnaVista confirms the transfer is complete
  • Access your outstanding transactions at UnaVista for final verification
  • Start reporting your outstanding transactions at UnaVista on the Monday

(To port out of UnaVista, please contact your account manager for further information).

Fill in the form below for UnaVista's TR Portability Form