Who should attend the meeting
Client
- Regulatory Reporting SMEs
- Product System SMEs
- Technology connecting Product System to KOR
- Operations staff responsible for monitoring submissions
- Project Management
KOR
- Client Success
Note: This is a general list of topics covering various jurisdictions, asset classes, and client types. Some may not be applicable to you and can be skipped.
For clients onboarding multiple jurisdictions sequentially, it is beneficial to anticipate potential hurdles in future jurisdictions. However, each deep dive session will focus only on the jurisdictions currently in the implementation phase, with discussions on future jurisdictions deferred until their respective implementation begins.
Please note that if the Client plans to submit all product information on the transaction message and a separate product feed this will be a short discussion.
KOR Client Product Data Questionnaire
Objective: This questionnaire aims to gather information about your product static data setup to facilitate a discussion on best practices and integration with KOR. Your responses will help us tailor recommendations and ensure compliance with reporting requirements.
General Instructions:
- Download the KOR Client Product Data Questionnaire
- Export the sample document to a CSV file.
- Save the spreadsheet in the designated shared drive for centralized access.
- Populate the details to the best of your ability.
- Mark as N/A where a field is not applicable.
- List questions for discussion in our review meeting.
Next Steps:
- Populate the questionnaire.
- Submit any questions for discussion in our review meeting.
- KOR will review and provide best practice recommendations based on your responses.
- Client and KOR will review the Questionnaire on scheduled call