FinDatEx has launched a new industry survey aimed at gaining a broader understanding of how its regulatory data exchange templates are being used across the financial services ecosystem. The initiative reflects FinDatEx’s continued focus on improving market standards and ensuring its templates remain aligned with evolving regulatory and operational requirements.

The survey is open to all users of FinDatEx templates, including asset managers, insurers, distributors, data vendors, and service providers. According to FinDatEx, the results will help guide future planning, development priorities, and enhancements to its template framework and associated processes.

FinDatEx templates have become key industry standards for the exchange of regulatory and product-related data across Europe. These include:

  • the Solvency II Tripartite Template (TPT),
  • the European MiFID Template (EMT),
  • the European PRIIPs Template (EPT),
  • and the European ESG Template (EET).

The survey comes at a time when regulatory reporting requirements continue to evolve rapidly across Europe and the UK. Recent developments such as the introduction of TPT V7, updates to EMT and EET standards, and upcoming changes linked to the UK FCA’s Consumer Composite Investments (CCI) framework have increased the importance of standardised and high-quality data exchange mechanisms across the investment industry.

FinDatEx clarified that this initiative is separate from the TPT Technical Working Group’s 2024 Data Quality Survey. While that earlier exercise focused specifically on data quality challenges within the TPT framework, the current survey aims to capture a broader view of how all FinDatEx templates are used in practice across the market.

Stakeholder feedback will be used to support future enhancements and ensure the templates continue to meet industry needs in terms of regulatory compliance, data quality, and operational efficiency. Participants are encouraged to contribute their input before the survey closes on 10 October.

Further information and access to the survey are available on the FinDatEx website.