Tuesday, 24 November | 11:00 AM GMT
UK filing requirements no longer arrive one at a time. Short-selling reporting moved to a new regime last July, followed by bulk reporting in November, and market-maker re-notifications due in January 2027. AIFMD’s revised Annex IV reporting takes effect in April 2027, while the FCA’s proposed reforms to UK AIFM reporting are still in process.
Each of these regimes draws on data firms already have, including positions, NAV, and fund and entity details. But each requires a different template for a different deadline.
For compliance teams, the challenge isn’t any single filing. It’s rekeying, revalidating, and resubmitting the same underlying data over and over again.
Join IVP regulatory reporting specialists to explore how to source and validate data once and reuse it across multiple filings with help from AI, so your team can focus on judgment calls.
Here’s what we’ll cover:
- Key developments in UK and EU filings for 2027, including short-selling reform and AIFMD’s revised Annex IV reporting
- Simplifying regulatory reporting workflows with AI, including:
- Data ingestion, confidence scoring, and classification
- Automated population and validation of high-confidence items
- Routing genuine exceptions for human review
- Creating an immutable, regulator-ready audit trail across ingestion, extraction, review, resolution, override, and downstream push
- Accelerating onboarding and minimizing maintenance, so teams move from ingestion to insights almost instantly
- AI in action: See how AI works in practice, from raw data to audit-ready output
Host
Anurag Awasthi
Product Manager, Indus Valley Partners
Shria Pandey
Associate Director, Indus Valley Partners