Difference between revisions of "Our services"

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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Nos services|Français]] [[File:french.jpg|Accéder à la partie française|link=Nos services]]</div>
<div style="text-align: right; direction: ltr; margin-left: 1em;"></div>


'''e-file.lu''' is a communication platform for the transmission of data, documents and regulatory and statistical reports between financial institutions (filing entities) and the '''Luxembourg supervisory authorities'''. It is today the leading platform for transmitting of regulatory reporting.


'''e-file.lu''' is a joint initiative of the [https://www.bourse.lu/home '''Luxembourg Stock Exchange'''] and its subsidiary [https://www.fundsquare.net/homepage '''Fundsquare'''].


<span id="introduction">  </span>
= Introduction =


'''E-file.lu''', '''Bourse de Luxembourg''' and '''Finesti''' offer a perfect transmission and follow up solution for entities to meet the Luxembourgish regulatory reportinds requirements.<br>
<div style="text-align: center;">


Our solution consists in an easy to implement electronic real time platform for communication and documents exchange in a secure environment.<br>
{| border="1" cellspacing="2" cellpadding="10"


A complete list of [https://www.e-file.lu/contenu/EN/reportings/reportings.html supported reporting] is available online.
|-  


= Subscription period =
|  '''[[ProductCoverage|Regulatory Reporting]]'''<br>[[File:slimefile.jpg|link=ProductCoverage]]  || [[ProductCoverage|List of all '''Regulartory Reporting''' types<br>that can be transmitted to regulatory authorities through e-file]].


Thr '''[[Comment nous contacter|CRM ]]''' (''Customer Relationship Management'') team is at your disposal for all functional and ccommercial questions.<br>
|-
|  '''[[PDF (en)|PDF]]'''<br>[[File:PDFIcon.jpg| 50px|link=PDF (en)]] || Describes the differents prerequisites for the use of our PDFs on [https://www.e-file.lu wwww.e-file.lu]


This contact point is able to understand your business needs and guide you to the appropriate technical modules.<br><br>
|-


At the end of this first phase of your subscription your request is transmitted to the '''[[How to contact us|SDI]]'''  (''Service Déploiement et Installation'') team.
|  '''[[E-file Light EN|E-file V2]]'''<br>[[File:E-file_Light.jpg|link=E-file Light EN]] || Introduction of the various modules offered by our project '''E​​-file V2.'''
<br>


The latter helps you to install our modules in your premises and, during the whole installation process, stays at your service to bring you the necessary technical assistance necessary for the proper use of our tools.
|-


= Physical Installation =
|  '''[[FATCA|FATCA Reporting]]'''<br>[[File:Reporting.PNG|link=FATCA]]  || Useful information for the '''FATCA reporting''' within our solution e-file V2.


We are used to come to your premises to perform the physical installation of the application.<br>
|-


Generally '''two visits''' are required.<br>
|  '''[[CRS|CRS Reporting]]'''<br>[[File:Reporting.PNG|link=CRS]]  || Useful information for the '''CRS reporting''' within our solution e-file V2.
However, in some special cases (eg remoteness) or at your request, we are able to provide a '''comprehensive guide''' allowing you to perform the installation by yourself.


=== Certificate ordering===
|-


The first visit lasts between 30 minutes and 1 hour, its main objective is to order the '''Luxtrust certificate required for the secure transmission of your reports'''. <br>
|  '''[[FLCMonit|FLC Monitoring]]'''<br>[[File:FLC.PNG|link=FLCMonit]]  || User Manual of our '''Fund Life Cycle Monitoring Tool'''
<br>


This previously requires the installation of our [[Encryption Module|Encryption Module]] to generate the requested keys needed to obtain
|-
[https://www.luxtrust.lu/en/commande/ssl standard SSL certificate issued by Luxtrust].


=== Activation and training ===
|  '''[[FLCOversight|FLC Oversight]]'''<br>[[File:FLC.PNG|link=FLCOversight]]  || User Manual of our '''Fund Life Cycle Oversight Tool'''


Usually, the second visit lasts 1 hour and aims to '''finalize the installation and certificate activation.'''<br>
|-
From that moment, '''the encryption module becomes operational''' and allows you to perform secure sending to the authorities.
<br>
We then take the time to validate your configuration and assist you in sending your first report.


= Adding new modules =
| '''[[Videos list|Access our video tutorials]]'''<br>[[File:video.png|link=Videos list]]  || Description of the main operations<br>to be performed by users and administrators.


A technical module is corresponding to each type of functional reporting.<br>
|}
Should your needs change, simply '''[[How to contact us | contact the CRM]]''' to request the update of your contract.<br><br>
</div>


This allows us to add this functionality to the list of available services for your company and the '''[[How to contact us | SDI]]''' will contact you to assist in its implementation<br>


Usually, the latter only consist in '''online configuration''' performed by your local e-file administrator.
<br><br>


= Different sending modes =
We provide '''2 reports sending solutions''', with no additional cost.
=== Manual sending ===
This is the most common solution if your sending volume is not consistent. <br>
The [http://www.e-file.lu e-file.lu] website allows the sending of reports through folders and procedures depending on the kind of report.<br>
It remains to you to '''join the file to be sent (like an email)''', but with the certainty of using the authorities required '''secured channel'''.<br><br>
In the case of the [[Finesti Station|Finesti Station]], we also provide '''dynamic PDF forms'''<br>
The 'send' button included in these forms redirects you automatically to e-file to encrypt and sent the data according to th technical specifications of [http://www.bcl.lu BCL] or [http://www.cssf.lu CSSF].
=== Automatic sending ===
This solution is useful if the number of reports to be sent is consistent amount of reports to send or if the manual sending does not suit your needs.<br>
In this case, you just have to store your files in the appropriate folder of our tool called '''[[Sending Service|Sending Service]]'''.<br>
In this situation, and particularly for [[Finesti Station|Finesti Station]], you will have to '''generate by yourself the XML or TXT files''' according to authorities specifications.
= Useful links =
Proccessing mode of [[Encryption Module|Encryption Module]]<br>
Description of [[Sending Service|Sending Service]]<br>
Using [[Finesti Station|Finesti Station]]<br>
Reniewing a [https://www.e-file.lu/docs/EN/ManuUtil_EFile_Renewal_of_a_LuxTrust_certificate_EN.pdf certificate]<br>
Link to our [https://www.e-file.lu/ECH/application?_flowId=static&content=../EN/manuel/Content.jsp user manuals]


[[Category: FAQ e-file]]
[[Category: FAQ e-file]]

Revision as of 18:02, 10 December 2017

e-file.lu is a communication platform for the transmission of data, documents and regulatory and statistical reports between financial institutions (filing entities) and the Luxembourg supervisory authorities. It is today the leading platform for transmitting of regulatory reporting.

e-file.lu is a joint initiative of the Luxembourg Stock Exchange and its subsidiary Fundsquare.


Regulatory Reporting
Slimefile.jpg		 List of all Regulartory Reporting types
that can be transmitted to regulatory authorities through e-file.
PDF
PDFIcon.jpg		 Describes the differents prerequisites for the use of our PDFs on wwww.e-file.lu
E-file V2
E-file Light.jpg		 Introduction of the various modules offered by our project E​​-file V2.
FATCA Reporting
Reporting.PNG		 Useful information for the FATCA reporting within our solution e-file V2.
CRS Reporting
Reporting.PNG		 Useful information for the CRS reporting within our solution e-file V2.
FLC Monitoring
FLC.PNG		 User Manual of our Fund Life Cycle Monitoring Tool
FLC Oversight
FLC.PNG		 User Manual of our Fund Life Cycle Oversight Tool
Access our video tutorials
Video.png		 Description of the main operations
to be performed by users and administrators.




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