Zeidler broadens Template Suite for EU fund reporting

Zeidler broadens Template Suite for EU fund reporting

Zeidler Group has strengthened the regulatory reporting capabilities of its Zeidler Swift platform by adding support for the Tripartite Template (TPT), extending its coverage of industry-standard FinDatEx templates.

With this update, the platform now supports EMT, EET, EPT and TPT, offering asset managers and insurers a more complete solution for managing regulatory and client reporting requirements across Europe.

The addition of TPT builds on Zeidler Swift’s existing functionality, which already includes the European MiFID Template (EMT), European ESG Template (EET) and European PRIIPs Template (EPT). By incorporating TPT, the platform now also supports insurers’ reporting obligations under Solvency II.

Each FinDatEx template addresses a distinct regulatory framework. EMT aligns with MiFID II and MiFIR product governance and distributor information requirements, while EET supports ESG disclosures under SFDR, the EU Taxonomy Regulation and MiFID II sustainability preferences.

EPT enables data exchange under the PRIIPs Regulation, and TPT is used to meet Solvency II reporting standards. Together, these templates help firms maintain consistent, transparent and compliant data flows across the European investment landscape.

To reflect the broader scope of its offering, Zeidler Group has rebranded the EMT/EET/EPT module within Zeidler Swift as the Template Suite.

Commenting on the update, Zeidler Group director Haojin Ba said, “Although a modest update, adding TPT expands the practical utility of the Zeidler Swift platform. Our Template Suite now offers a more complete FinDatEx-aligned reporting experience, enabling clients to manage regulatory requirements with greater efficiency and confidence. This enhancement is part of our ongoing commitment to continuously evolve the digital transformation of our modules within our proprietary Zeidler Swift platform. Clients can expect further template expansions and automation upgrades throughout the year.” 

Gemma Capelo, head of reporting services at Zeidler Group, added, “High-quality EMTs, EETs, EPTs, and TPTs are not just regulatory formalities; they are critical to maintaining accurate distributor data flows, safeguarding product governance, and supporting distribution strategies.

“With Zeidler’s Template Suite, clients benefit from a fully managed, technology-enabled process that ensures precision, consistency, and rapid dissemination. Our team handles everything from production and validation to enhancement, migration, and distribution, giving our clients total confidence that their templates are always correct, current, and compliant, exactly what is required in our industry of fast paced requirements.” 

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