[3] Transfers begin SMPG work September – [5] Mutual-Hedge Task Force to stay informed, review any proposals and provide –SMPG input. Autumn Meeting Business Topics This will be on the workplan items. Action Items This list of action items will be produced as a separate document and any pending action items from the 2014 Autumn (Milan) meeting will be added in. # Topic Action Responsible Timing Status 1 Account Management Update UGs and document’, JEC Q2 2015 20 April ‘process MP on MyStandards upload to MyStandards, set to public 2015. DONE 2 Account Management Submit CR to ISO to add LEI to Individual JEC By 8 May maintenance 2016 Person and Organisation. Party Identification 2 Choice will need to be replaced by a component that allows a choice of BIC , Proprietary Identification, Name And Address and an optional LEI. For review in 19 May 2015 IF Monthly meeting 3 Account Management CR to be submitted: acmt.003 - add the JEC By 20 May maintenance 2016 element Your Customer Database ‘Know Check’ to Profile Validation ‘Investor ‘ sequence. 4 Statements Create the semt.002 Findel MP into v08 Autumn of the base standard Global meeting 5 Statements A change request is to created and submitted to ISO to request that semt.002.001.02 is dropped from the funds message set and semt.002.001.08 (or the later version if the standard is updated by S & R) would then be published with the funds message set (?). 6 Orders MP on Upload to MyStandards and set to JEC Q2 2015 20 April MyStandards public 2015 – pending issue with 7 Orders Hedge Task Force’ send CB/JEC Work starts ‘Mutual – invitation letter and date of first May 2015 meeting to the See section 10.4 with ‘group’. meeting 1
[3] Transfers – begin SMPG work September [5] Mutual-Hedge Task Force –SMPG to stay informed, review any proposals and provide input. Autumn Meeting Business Topics This will be on the workplan items. Action Items This list of action items will be produced as a separate document and any pending action items from the 2014 Autumn (Milan) meeting will be added in. # Topic Action Responsible Timing Status 1 Account Management MP on MyStandards Update UGs and ‘process document’, upload to MyStandards, set to public JEC Q2 2015 20 April 2015. DONE 2 Account Management maintenance 2016 Submit CR to ISO to add LEI to Individual Person and Organisation. Party Identification 2 Choice will need to be replaced by a component that allows a choice of BIC , Proprietary Identification, Name And Address and an optional LEI. For review in 19 May 2015 IF Monthly meeting JEC By 8 May 3 Account Management maintenance 2016 CR to be submitted: acmt.003 - add the element ‘Know Your Customer Database Check’ to ‘Investor Profile Validation ‘ sequence. JEC By 20 May 4 Statements Create the semt.002 Findel MP into v08 of the base standard Autumn Global meeting 5 Statements A change request is to created and submitted to ISO to request that semt.002.001.02 is dropped from the funds message set and semt.002.001.08 (or the later version if the standard is updated by S & R) would then be published with the funds message set (?). 6 Orders MP on MyStandards Upload to MyStandards and set to public JEC Q2 2015 20 April 2015 – pending issue with 7 Orders ‘Mutual Hedge Task Force’ – send invitation letter and date of first meeting to the ‘group’. See section 10.4 CB/JEC Work starts May 2015 with meeting 1