tex mi peer review feedback form

TeX MI submission name and Membership Reference*

Name*

The name of the person filling out this form

Email*

The email of the person filling out this form

MI Reporting Period*

The reporting month that the MI applies to.

Please refer to the email sent

Metric*

Please tick all the metrics we have asked you about.

Discovery Information – VMI01, Total Rejected
Discovery Information – SMI01, Total Outside SLA
Portfolio Transfer Confirmation – VMI02, Total Rejected
Portfolio Transfer Confirmation – VMI02, Total Delayed
Portfolio Transfer Confirmation – SMI02, Total Outside SLA
Asset Transfer In Confirmation – VMI06, Total Rejected
Portfolio Transfer Time – VMI10, Worst GIA Transfer time
Portfolio Transfer Time – VMI10, Worst ISA Transfer time

Discovery Information Rejections (VMI01)

1. Discovery Information: VMI01 Total Rejected*

Please choose the top reason for high rejections

2. Discovery Information: VMI01 Total Rejected

Please choose the second main reason for high rejections.

3a. If you have been experiencing problems with a specific counterparty, in relation to rejections at the discovery information stage, please name them below.

3b. Specific details on named counterparties.

Please provide details specific to this counterparty, TeX will monitor responses and if necessary raise these issues at the MI Peer Review meetings.

4. Discovery Information (VMI01) Rejections – Additional Information

Discovery Information Outside SLA (SMI01)

1. Discovery Information (SMI01), Total Outside SLA*

Please choose the top reason for high numbers outside SLA.

2. Discovery Information – SMI01, Total Outside SLA

Please choose the second main reason for high numbers outside SLA

3. Discovery Information: SMI01, Total Outside SLA. Additional Information

Any further information as to why you have had high numbers outside SLA

Portfolio Transfer Rejections (VMI02)

1. Portfolio Transfer: VMI02 Total Rejected*

Please choose the top reason for high rejections

2. Portfolio Transfer: VMI02 Total Rejected

Please choose the second main reason for high rejections.

3a. If you have been experiencing problems with a specific counterparty, in relation to rejections at the Portfolio Transfer stage, please name them below.

3b. Specific details on named counterparties.

Please provide details specific to this counterparty, TeX will monitor responses and if necessary raise these issues at the MI Peer Review meetings.

4. Portfolio Transfer (VMI02) Rejections – Additional Information

Portfolio Transfer Delayed (VMI02)

1. Portfolio Transfer (VMI02), Total Delayed*

Please choose the top reason for high numbers delayed.

2. Portfolio Transfer – VMI02, Total Delayed

Please choose the second main reason for high numbers delayed.

3. Portfolio Transfer: VMI02, Total Delayed. Additional Information

Any further information as to why you have had high numbers delayed

Portfolio Transfer Outside SLA (SMI02)

1. Portfolio Transfer (SMI02), Total Outside SLA*

Please choose the top reason for high numbers outside SLA.

2. Portfolio Transfer – SMI02, Total Outside SLA

Please choose the second main reason for high numbers outside SLA

3. Portfolio Transfer: SMI02, Total Outside SLA. Additional Information

Any further information as to why you have had high numbers outside SLA

Asset Transfer In Confirmation Rejections (VMI06)

1. Asset Transfer In Confirmation: VMI06 Total Rejected*

Please choose the top reason for high rejections

2. Asset Transfer In Confirmation: VMI06 Total Rejected

Please choose the second main reason for high rejections.

3a. If you have been experiencing problems with a specific counterparty, in relation to rejections at the Asset Transfer In Confirmation stage, please name them below.

3b. Specific details on named counterparties.

Please provide details specific to this counterparty, TeX will monitor responses and if necessary raise these issues at the MI Peer Review meetings.

5. Asset Transfer In Confirmation (VMI06) Rejections – Additional Information

Portfolio Transfer Time (VMI10)

GIA Transfer Time (VMI10)

1. Portfolio Transfer Time (VMI10) Worst GIA Transfer Time*

Please choose the reason as to why this transfer time was so long

2. Portfolio Transfer Times: VMI10, Worst GIA Transfer time. Additional Information

Any further information as to why the worst GIA transfer time was so long

3. Please name the ceding party if your worst GIA transfer time was due to them not sending the final completion message after the last payment

ISA Transfer Time (VMI10)

1. Portfolio Transfer Time (VMI10) Worst ISA Transfer Time*

Please choose the reason as to why this transfer time was so long

2. Portfolio Transfer Times: VMI10, Worst ISA Transfer time. Additional Information

Any further information as to why the worst ISA transfer time was so long

3. Please name the ceding party if your worst ISA transfer time was due to them not sending the final completion message after the last payment

MI Feedback

Please refer to the email sent

Discovery Information Rejections (VMI01)

Discovery Information Outside SLA (SMI01)

Portfolio Transfer Rejections (VMI02)

Portfolio Transfer Delayed (VMI02)

Portfolio Transfer Outside SLA (SMI02)

Asset Transfer In Confirmation Rejections (VMI06)

Portfolio Transfer Time (VMI10)

GIA Transfer Time (VMI10)

ISA Transfer Time (VMI10)