EMIR Refit Transaction Reporting Foundation Training Course

Led by Qomply’s Michelle Zak, Qomply’s CPD accredited EMIR Refit Foundation Level Transaction Reporting Training provides participants with a strong understanding of the transaction reporting requirements for EMIR Refit investment firms.

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CISI Endorsed Training

Course Overview

This half-day, CPD-accredited virtual training provides participants with comprehensive instruction on the fundamentals of EMIR Refit transaction reporting. This course is also available in-house, please contact us for more details.

Topics to include

• Evolution of EMIR Refit transaction reporting requirements
• Purpose of EMIR Refit transaction reporting & regulatory drivers
• EMIR Refit reporting requirements
• Who is primarily affected under 2024 EMIR Refit
• What are the key changes under 2024 EMIR Refit
• EMIR Refit reporting fundamentals incl. Financial Counterparties, Two-Sided, Mandatory, Voluntary Delegated & Self Reporting
• New/updated reporting fields that require a closer look
• Common EMIR Refit reporting pain points & common mistakes
• Training covers both UK & EU EMIR Refit reporting

Virtual Training Dates

• Thursday, 5 September 2024 - 9am - 1pm ** SOLD OUT **
• Thursday, 3 October 2024 - 9am - 1pm ** SOLD OUT **
• Thursday, 14 November 2024 - 9am - 1pm

What are the outcomes?

• Enhanced understanding and comfort of the changes that EMIR Refit brings and how they impact your firm
• Practical guidance on how to troubleshoot common issues
• Reduced risk of non-compliance
• CPD Accredited Points

Who is it for?

The virtual course is aimed at compliance and operations staff and those involved in the EMIR Refit reporting process.

Ideal for new starters or those looking for EMIR Refit refresher training.

How much does it cost?

The cost of the virtual course is £575 + VAT.

Once you’ve registered for the course, you will be invoiced for your chosen date. Once payment has been settled, you'll receive details of how to access the virtual training.

If you cannot see a registration form above, please send an email to info@qomply.co.uk

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Meet the Trainer

MICHELLE ZAK, Managing Director, Qomply

Before founding Qomply, Michelle was Chief Operating Officer at Kyte Broking/Market Securities where she drove the MiFID II implementation. Michelle is a recognised authority on the implementation of the regulations affecting the financial industry.

Over the course of her career, Michelle held various senior leadership positions within investment banking. Having degrees in Mathematics and Computer Science, Michelle spent several years implementing quantitative trading strategies for the investment banking divisions of BNP Paribas and UBS.

Michelle Zak Qomply Managing Director

Qomply - Transaction Reporting Experts

Let's Get In Touch!


Want to know more or just want to phone us up for a chat?

+44 (0)20 8242 4789