FinDatEx has grown into a key industry initiative for EU data standardization, providing widely used templates that support regulatory frameworks including MiFID, PRIIPs, Solvency II, and ESG. These templates make it easier for product manufacturers, financial institutions, and distributors to exchange information efficiently and consistently.
The FinDatEx working group is now running an industry-wide survey to understand how their templates are used, who uses them, and what changes the market needs. They are also asking whether respondents are aware of competing or similar templates. This is especially relevant for companies that distribute financial services outside the EU, where regulations and objectives can differ but often rely on similar data. These differences can create complexities for asset managers who need to provide the same information in many different formats.
This is your chance to:
- Share how you use FinDatEx templates in practice
- Highlight challenges and priorities
- Identify overlaps or conflicts with other template frameworks
- Influence future enhancements so they reflect the industry’s real needs
The feedback gathered will guide the working group’s future planning and ensure the templates remain practical and relevant in a rapidly evolving regulatory environment.
If you use FinDatEx templates or work with EU investment data, take part and make your input count. The survey closes on 26 September; you may access it here.
