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acarda

your innovation partner for regulatory reporting and data management

acarda

CRR II: New reporting regulation from July 2021

Acarda EMT and EPT

ESMA published final guideline on Art. 25 of AIFMD.

More transparency for PRIIPs KIDs through automated reporting

The acarda platform briefly explained

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acarda is an LPA Group company and the leading platform for compliance and regulatory reporting in the investment management industry.

Our key product is the acarda Platform, a private cloud platform, that integrates and verifies noumerous data structures and automates your reporting processes.

In addition, we offer customised regulatory consulting services including the operation or complete outsouring of your reporting.

our services include

acarda Platform

the all-in-one platform for efficient regulatory reporting

data management • analysis • calculation • report generation • distribution

use our integrated reporting solutions for:

our four quality promises

Expertise

acarda is highly specialized in complying with all relevant regulations. Our experts have contributed to the market practices and data standards.

IT excellence

Our integrated IT competence ensures a fast turnaround without feedback loops between IT and other business departments.

Guaranteed performance

acarda implements your project and promises to deliver the desired result, optionally at a fixed price.

Client focus

We practice a management culture based on partnership with flat hierarchies. This enables us to react quickly and flexibly to market trends and client requests.

News & Dates

European Commission considers to extend the exemption period of UCITS KIID following the postponement of new PRIIPs RTS

As anticipated, the European Commission published a consultation paper on 15 July 2021 requesting to extend the exemption period for the UCITS KIID until 30 June 2022.

More

CRR II: new reporting regulation from July 2021. What to consider now.

By the end of June 2021 the updated Capital Requirement Regulation (CRR II) came into force. The goal of the EU regulation is to introduce a more risk-sensitive framework for management credit risks. One of the key outcomes of CRR II will be a stricter client reporting and disclosure regime.

More

New standards for PRIIPs-KIDs as of July 01, 2022

According to information from the German Investment and Asset Management Association (BVI) dated May 21, 2021, the EU Commission plans to delay the start of PRIIPs-KIDsby six months. A package of measures, which will include not only technical adjustments to Level 2 but also a selective amendment to the Level 1 Regulation, is to be forwarded by the EU Commission to the EU Parliament and Council before the end of June 2021.

More

ESMA updates its FAQs on AIFMD

On 28th May 2021, ESMA published an update on its FAQ on the application of the Alternative Investment Fund Managers Directive (AIFMD).
Three new questions related to Annex IV reporting were added to the document. In the Section III question number 84, 85 and 86, ESMA provided detailed explanations and examples on the reporting obligation of NET DV01, NET CS01 and NET Equity Delta of the AIF.

More

acarda adds InReg for increased European regulatory monitoring

acarda, a leading European RegTech company and part of LPA Group, has announced a coorperation with InReg, a regulatory maintenance provider that specialises in monitoring changes occurring within the regulatory updates for the asset management and life insurance sectors.

More

acarda receives ISO certification for information security

acarda has successfully passed this year’s certification audit in accordance with ISO 27001 for the scope “Software development and operation of SaaS solutions for the reporting of private and investment funds”.

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ESMA calls for improvement of data quality in AIFMD reporting.

On 8th April the European Securities and Markets Authority (ESMA) published the annual statistical report on EU Alternative investment funds2. In the report, ESMA calls for improvement of the data quality in the Annex IV reporting. In addition, the reports calls for the follow-up of the improvement of the Alternative Investment Fund Managers Directive (AIFMD) by the European Commission, which was initiated in August 2020.

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CRR II: Focus on transparency and new standards for investment funds

The updated Capital Requirements Regulation, known as CRR II and laid out in Regulation (EU) 2019/876, will come into force end of June 2021. While the update in general encompasses numerous topics in relation to Pillar I of the regulation, only some of them will be immediately relevant for the fund industry and associated service providers.

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More transparency for PRIIPs KIDs: Holistic and automated reporting reduces costs and gives clients a competitive edge

The regulatory dynamics on the capital market will remain high over the coming years. In 2022, following approval by the European Commission and the European Parliament, the new Regulatory Technical Standards (RTS) for Key Information Documents (KIDs) of Packaged Retail Investment and Insurance-based Products (PRIIPs) with a revised performance calculation and different methods for calculating transaction costs will come into force.

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Security Information

Over the past few days we have been asked if acarda is affected by the security breaches related to Microsoft Exchange Server security vulnerabilities.

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ESMA published final guidance on Article 25 of AIFMD to monitor Leverage risk in AIFs. Be prepared with acarda.

The European Securities and Markets Authority (ESMA) published the final guidance on leverage risk in AIF under the Article 25 of the AIFMD (Directive 2011/61/EU) on 17 December 2020.

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New PRIIPs RTS confirmed by EIOPA. What to consider now.

After the revised RTS (Regulatory Technical Standards) for PRIIPs have already been adopted by ESMA and EBA, they have now also been confirmed by EIOPA.

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ESA publishes final SFDR RTS: The main changes – Current need for action

On 4 February 2021, the European Supervisory Authorities (ESA) published their final report on the Regulatory Technical Standards (RTS) for SFDR. This results in a number of updates that urgently need to be taken into consideration in the compliance reporting.

To keep you up to date, we have summarised the most important upcoming changes and our recommendations for action.

More

SFDR: new MiFID II EMT version 3.1 required by 10/03/2021.

SFDR: new MiFID II EMT version 3.1 required by 10/03/2021.

acarda upgrades its reporting platform with a SFDR module with scoring, classification and the publication functions according to SFDR Level 1 and 2.

More

Real estate fund reporting: acarda launches regulatory reporting solution based on gif_IDA standard

Regulatory real estate fund reporting is associated with certain challenges. Until now there has been no complete binding data model able to be used as a basis for automating reporting processes.

More

acarda & LPA support CyberMentor – Germany’s largest online STEM platform for girls.

Together with LPA, acarda has made a donation to CyberMentor, an online mentoring platform specifically for girls interested in STEM subjects. The leading providers of innovative SaaS solutions and financial consultancy services are now official sponsors of the online mentoring program that aims to inspire girls to study science, technology, engineering or mathematics.

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EMT – from version 1.0 to 3.0. Get ready with us!

As per the latest MIFiD II guidelines, the European MIFiD Template (EMT) version 3.0 was launched to be produced by manufacturers from December 10, 2019. FinDatEx has provided a period of one year for asset managers to transition from the old EMT to the new version. This means that, by 10th December 2020, we should be able to produce EMT version 3.0.

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Amended PRIIPs RTS draft: What’s next?

On 21 July, 2020, the European Supervisory Authorities (ESAs) informed the European Commission of the outcome of their review on the Key Information Document (KID) for packaged retail and insurance-based investment products (PRIIPs). The review of the PRIIPs Delegated Regulation pointed out the main issues that had been identified following the October 2019 Consultation Paper, in particular regarding information on risk and performance measures and transaction costs.

More

acarda comments on the SFDR regulation (EU) 2019/2088

The implementation of the EU regulation on the disclosure of standardised sustainability indicators
for financial investments is progressing rapidly.

More

ESMA review letter to the EU Commission on AIFMD

On August 18th, the European Securities and Markets Authority (ESMA) published a letter that was sent to the European Commission (EC) on recommendations to incorporate in the Alternative Investment Fund Managers Directive (AIFMD).
The ESMA and EU national competent authorities have identified areas of improvement to AIFMD. The review provides the base for their recommendations to be enacted.

More

RegTech market leader acarda joins the LPA Group

The RegTech company acarda, a specialist in integrated regulatory data management and reporting solutions, is a new member of the LPA Group.

The compliance platform arep is now available to all LPA customers worldwide for efficient coverage of regulatory requirements.

The focus is to provide transparent SaaS solutions and services for asset managers, deposit banks and service providers in Europe and Asia. A team of more than 400 employees provides support in this area.

More

Improvement for PRIIPs: SaaS improves compliance in asset mangagement

Whether the European Securities and Markets Authority ESMA will implement its plans for the further development of the MiFid II/MiFIR financial markets directive this year as planned is anything but certain in view of the corona pandemic.

More

Blog: Innovation for PRIIPs: SaaS improves compliance in asset management

07. May 2020 – It is as yet unclear whether the European Market Supervisory Authority (ESMA) will realise its intended adjustments
to the financial market directive MiFid II/MiFIR for this year despite the Corona pandemic.
However, an adjustment to the PRIIPs regulation for packaged
retail and insurance-based investment products seems certain. In the long term,
no slowdown in regulatory dynamics for asset managers is to be expected.

More

Automated regulatory reporting for asset managers and insurance companies: LPA group cooperates with RegTech specialist acarda.

RegTech specialist for regulatory reporting and data management solutions for asset managers, fund administrators and insurance companies cooperates with the LPA Group, one of the world’s leading developers and consultants for technology-based capital market solutions (CapTech), from April 2020.

More

Extension of financial reporting deadlines for listed companies

Find below the latest actions from the Financial Conduct Authority (FCA), the
European Securities and Markets Authority (ESMA) and Commission de Surveillance du
Secteur Financier (CSSF) to support listed companies
during the coronavirus crisis.

More

Despite the corona crisis, acarda continuously provides reliable services

In the face of the COVID-19 crisis and market volatility, acarda´s highest priority is the health
and safety of its community – of its clients, and its employees
– without sacrificing the reliability and quality of its services.

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Information about Covid-19

Due to the current developments of the circulating Corona Virus (COVID-19) we would like to inform you that we have taken preventive and protective measures for the health of our employees and at the same time ensure that our business operations are maintained at all times.

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Solvency II Tripartite Template (TPT V5) – New standard effective by end of June

The Tripartite Template (TPT) is a widely used data exchange format aiming to facilitate exchange of Solvency II relevant data point among Asset Management and Insurance companies.

More

acarda workshop:
Cost Transparency Initiative – Guidance, Strategy and Implementation

Following our webinar on how to implement the new framework of Cost Transparency Initiative (CTI) templates, we held a highly practical half-day workshop in London.

More

PLSA Investment Conference 2020

acarda is exhibiting at the PLSA Investment Conference taking place at the EICC in Edinburgh in March 11-13.
in Edinburgh.

More

AIFMD update for Netherlands: Dutch fund managers to use XML format starting from December 31, 2019

The AIFMD reports must be submitted via an XML file according to the specification of the European Securities and Markets Authority.

More

ESAs hearing in November: acarda tackling changes regarding Key Information Document (KID) for Packaged Retail and Insurance-based Investment Products (PRIIPs)

On November 29, the European Supervisory Authorities (ESAs) held a public hearing on their Consultation Paper issued in October 2019.

More

ESAs Joint Consultation Paper concerning amendments to the PRIIPs KID

On 16 October 2019, European Supervisory Authorities (ESAs) released a consultation paper on the potential amendments to the PRIIPs Delegated Regulation.

More

European Commission considers to extend the exemption period of UCITS KIID following the postponement of new PRIIPs RTS

As anticipated, the European Commission published a consultation paper on 15 July 2021 requesting to extend the exemption period for the UCITS KIID until 30 June 2022.

More

CRR II: new reporting regulation from July 2021. What to consider now.

By the end of June 2021 the updated Capital Requirement Regulation (CRR II) came into force. The goal of the EU regulation is to introduce a more risk-sensitive framework for management credit risks. One of the key outcomes of CRR II will be a stricter client reporting and disclosure regime.

More

New standards for PRIIPs-KIDs as of July 01, 2022

According to information from the German Investment and Asset Management Association (BVI) dated May 21, 2021, the EU Commission plans to delay the start of PRIIPs-KIDsby six months. A package of measures, which will include not only technical adjustments to Level 2 but also a selective amendment to the Level 1 Regulation, is to be forwarded by the EU Commission to the EU Parliament and Council before the end of June 2021.

More

ESMA updates its FAQs on AIFMD

On 28th May 2021, ESMA published an update on its FAQ on the application of the Alternative Investment Fund Managers Directive (AIFMD).
Three new questions related to Annex IV reporting were added to the document. In the Section III question number 84, 85 and 86, ESMA provided detailed explanations and examples on the reporting obligation of NET DV01, NET CS01 and NET Equity Delta of the AIF.

More

acarda adds InReg for increased European regulatory monitoring

acarda, a leading European RegTech company and part of LPA Group, has announced a coorperation with InReg, a regulatory maintenance provider that specialises in monitoring changes occurring within the regulatory updates for the asset management and life insurance sectors.

More

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