Template Packs
Built from 28+ years of hands-on regulatory implementation and programme delivery in financial services. Each pack contains the frameworks, checklists, and tools that would cost €20K+ to build from scratch as a bespoke advisory engagement.
Template packs for regulatory reporting, licensing, and compliance frameworks.
Everything you need to set up and run quarterly prudential reporting to DNB. From XBRL taxonomy mapping to pre-submission validation — built for IFR/IFPR investment firms.
Complete, modular compliance manual template covering all MiFID II obligations for Dutch investment firms. Customisable per firm type and licence scope.
Comprehensive starter pack for firms pursuing AFM authorisation to operate a Multilateral Trading Facility. Reduces your licensing timeline by months.
Field mapping, validation rules, and implementation templates for EMIR Refit trade reporting. Covers the new reporting schema end-to-end.
Full market abuse surveillance toolkit including detection logic, STOR templates, and insider list management — calibrated for Dutch investment firms.
Complete field mapping and validation toolkit for MiFIR transaction reporting under RTS 22/23/25. Includes ARM selection guidance and data quality rules.
Template packs for the Wet Toekomst Pensioenen transition — from transition planning and participant communication to data quality assessment aligned with the Pensioenfederatie Kader Datakwaliteit.
Complete transition plan framework for Dutch pension funds. Pre-populated milestone plan, risk register, DNB submission checklist, and stakeholder matrix — everything your board needs to structure the WTP transition.
AFM-compliant participant communication framework for the WTP transition. Phased communication plan, letter templates in plain Dutch (B1 level), FAQ register, and UPO comparison templates.
DNB-aligned methodology for researching participant risk preferences. Survey framework, focus group protocol, statistical analysis, and audit trail — defensible to DNB and participant council.
Structured framework for the most complex part of WTP — converting existing DB rights into DC. Scenario analysis, cohort impact modelling, nFTK adequacy testing, and board decision support.
Complete data quality assessment aligned with the Pensioenfederatie Kader Datakwaliteit and NBA AUP-werkprogramma. 6-phase framework with KDE register, DRI profiling, MTA-based risk assessment, and external accountant engagement pack.
Template packs for project initiation, programme governance, test management, and product ownership — calibrated for financial services delivery.
Rapid project health assessment framework. Structured scoring across 6 dimensions, interview guide, risk heatmap, and board-ready findings report — all executable in a single day.
Complete project setup documentation for financial services programmes. Everything you need to establish governance, align stakeholders, and get delivery off to a controlled start.
Multi-workstream programme management framework. Dependency management, benefits tracking, steering committee reporting, and portfolio dashboards for programmes with 3+ workstreams.
Complete test management operating model for financial services implementations. From test strategy through UAT sign-off — with the audit trails and evidence packs that regulators expect.
Product ownership framework for financial services digital products. Vision, roadmap, backlog management, and stakeholder communication — adapted for regulated environments.
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