Troubleshooting Transaction Reporting Issues Virtual Training

Led by Qomply’s Michelle Zak, Qomply’s CPD-accredited Troubleshooting Transaction Reporting virtual training provides participants with Tricks, Tips and Hacks to Common Reporting Issues.

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CISI Endorsed Training

Course Overview

This two-hour CPD-accredited virtual training provides participants with Tricks, Tips and Hacks to Common Reporting Issues.

Topics to include

Technology

Excel Quirks – How to avoid or repair
Free Tools to Make Reporting Easier
• Dealing with MDP XML Files
• Checking Reportability
• Harvesting Reportable ISINs using CFI Codes
• Obtaining CFI Codes

Common Reporting Issue

• Country of Branch
• Venue XOFF vs XXXX
• Market Convention for Price Type and Quantity Type

What are the outcomes?

• Enhanced understanding of how to avoid/fix common transaction reporting issues and the free tools available to make reporting easier
• Practical guidance on how to troubleshoot common reporting and associated technology issues
• Reduced risk of non-compliance
• CPD Accredited Points

Who is it for?

Ideal for Operations Teams who are hands-on in resolving reporting issues.

Virtual Training Dates

• 26 March 2025, 2pm-4pm GMT
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• 11 June 2025, 2pm-4pm GMT +1
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• 29 October 2025, 2pm-4pm GMT
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How much does it cost?

The cost of the course is £375 + VAT.

Bookings are made via Eventbrite. If you'd prefer to be invoiced, please contact us at info@qomply.co.uk to arrange this.

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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