Difference between revisions of "E-file Administration"

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== Knowing the interface ==
== Knowing the interface ==
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<span id=What_am_I_allowed_to_do_as_an_administrator></span>
<div style="font-weight:bold;line-height:2.5;">What am I allowed to do as an administrator ?</div>
<div style="font-weight:bold;line-height:2.5;">What am I allowed to do as an administrator ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=What_am_I_allowed_to_do_as_an_administrator></span>


The '''Administration module''' opens. Tabs are available in the '''e-file administrator''' module: (Figure 3).
The '''Administration module''' opens. Tabs are available in the '''e-file administrator''' module: (Figure 3).
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*[[#Create a new e-file user|Create a new user]]
*[[#How_can_I_create_a_new_e-file_user|Create a new user]]


*[[#Assign groups and profiles to users|Assign groups to a user]]
*[[#Managing_permission_on_user's_account|Assign groups to a user]]


*[[#ExplainAction|Force password change]]
*[[#Explore_the_interface's_items|Force password change]]


*[[#ExplainAction|Lock/ unlock user]]
*[[#Explore_the_interface's_items|Lock/ unlock user]]


*[[#ExplainAction|Delete user]]
*[[#Explore_the_interface's_items|Delete user]]
|
|
*[[#Manage users at group level|User management at group level]]
*[[#Groups'_management|User management at group level]]


* Add users to a group
* Add users to a group
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* Manage user profiles at group level
* Manage user profiles at group level
|
|
* [[E-file_Administration#Certificates tab|Order a new '''Luxtrust certificate''']]
* [[#How_do_I_order_a_LUXTRUST_certificate|Order a new '''Luxtrust certificate''']]


* [[E-file_Administration#Certificates tab|Renew your Luxtrust certificate]]
* [[#How_do_I_order_a_LUXTRUST_certificate|Renew your Luxtrust certificate]]


* [[E-file_Administration#Activation of your LUXTRUST certificate|Activate Luxtrust certificate]]
* [[#How_do_I_activate_my_LUXTRUST_certificate_into_e-file|Activate Luxtrust certificate]]
|
|
:''Sending service user's management :''
:''Sending service user's management :''


* [[E-file_Administration#Sending Service management|Assign groups to the '''Sending Service user''']]
* [[#What_about_the_Sending_Service_account|Assign groups to the '''Sending Service user''']]


* [[E-file_Administration#Sending Service management|Subscribe the Sending Service user to '''alerts''']]
* [[#What_about_the_Sending_Service_account|Subscribe the Sending Service user to '''alerts''']]
:''Sending service user's management - V2 :''
:''Sending service user's management - V2 :''
* [[Sending_Service_java-less_version|Sending service java-less version]]
* [[Sending_Service_java-less_version|Sending service java-less version]]
|
|
* [[E-file_Administration#S3_digital_key_management_in_e-file|'''S3''' key management]]
* [[#S3_system|'''S3''' key management]]
|}
|}
</div>
</div>
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=Explore_the_interface's_items></span>
<div style="font-weight:bold;line-height:2.5;">Explore the interface's items</div>
<div style="font-weight:bold;line-height:2.5;">Explore the interface's items</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=Explore_the_interface_items></span>
 
:<u>'''Explanations'''</u>
:<u>'''Explanations'''</u>


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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=How_can_I_create_a_new_e-file_user></span>
<div style="font-weight:bold;line-height:2.5;">How can I create a new e-file user ?</div>
<div style="font-weight:bold;line-height:2.5;">How can I create a new e-file user ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_can_I_create_a_new_e-file_user></span>
 
:Enter the administration module [[File:SDjl_8.png|150px]], you should be on the 'users' tab.
:Enter the administration module [[File:SDjl_8.png|150px]], you should be on the 'users' tab.
:Click the '''Create a user''' button [[File:Create_a_user_button_(Figure_5).png|150px]]
:Click the '''Create a user''' button [[File:Create_a_user_button_(Figure_5).png|150px]]
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=How_can_I_change_an_existing_account's_e-mail></span>
<div style="font-weight:bold;line-height:2.5;">How can I change an existing account's e-mail ?</div>
<div style="font-weight:bold;line-height:2.5;">How can I change an existing account's e-mail ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_can_I_change_an_existing_account's_e-mail></span>


<u>'''Step 1</u>:'''
<u>'''Step 1</u>:'''
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=What_about_the_Sending_Service_account></span>
<div style="font-weight:bold;line-height:2.5;">What about the Sending Service account ?</div>
<div style="font-weight:bold;line-height:2.5;">What about the Sending Service account ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=What_about_the_Sending_Service_account></span>


As an administrator, you can manage the permission for the sending service account too.
As an administrator, you can manage the permission for the sending service account too.
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=Managing_permission_on_user's_account></span>
<div style="font-weight:bold;line-height:2.5;">Managing permission on user's account </div>
<div style="font-weight:bold;line-height:2.5;">Managing permission on user's account </div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=Managing_permission_on_user's_account></span>
 
See: [[#How_do_I_assign_groups_and_profiles_to_users|How do I assign groups and profiles to users ?]]
See: [[#How_do_I_assign_groups_and_profiles_to_users|How do I assign groups and profiles to users ?]]
</div>
</div>
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=What_is_an_e-file_group></span>
<div style="font-weight:bold;line-height:2.5;">What is an e-file group ?</div>
<div style="font-weight:bold;line-height:2.5;">What is an e-file group ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=What_is_an_e-file_group></span>
 
In e-file, a group allows you to manage permissions for similar reports in terms of type, circulars, costs or technical constraints.
In e-file, a group allows you to manage permissions for similar reports in terms of type, circulars, costs or technical constraints.


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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=Which_group_do_I_need></span>
<div style="font-weight:bold;line-height:2.5;">Which group do I need ?</div>
<div style="font-weight:bold;line-height:2.5;">Which group do I need ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=Which_group_do_I_need></span>


<div style="height:500px; width:auto; overflow-y:scroll">
<div style="height:500px; width:auto; overflow-y:scroll">
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</div>
</div>
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=How_can_I_manage_users_at_group_level></span>
<div style="font-weight:bold;line-height:2.5;">How can I manage users at group level ?</div>
<div style="font-weight:bold;line-height:2.5;">How can I manage users at group level ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_can_I_manage_users_at_group_level></span>


Connect to [https://e-file.lu e-file.lu] with your '''e-file administrator''' login (adminXXX) and click the '''Administration module''' icon (Figure 21).
Connect to [https://e-file.lu e-file.lu] with your '''e-file administrator''' login (adminXXX) and click the '''Administration module''' icon (Figure 21).
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=How_do_I_assign_groups_and_profiles_to_users></span>
<div style="font-weight:bold;line-height:2.5;">How do I assign groups and profiles to users ?</div>
<div style="font-weight:bold;line-height:2.5;">How do I assign groups and profiles to users ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_do_I_assign_groups_and_profiles_to_users></span>


<u>Example</u>:  
<u>Example</u>:  
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<span id=keystore_system></span>
<span id=keystore_system></span>
=== * keystore system, Luxtrust certificate, SSL security ===
=== * keystore system, Luxtrust certificate, SSL security ===
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=How_do_I_order_a_LUXTRUST_certificate></span>
<span id=How_do_I_order_a_LUXTRUST_certificate></span>
<span id=LUXTRUST_certificate_purchase_order></span>
<span id=LUXTRUST_certificate_purchase_order></span>
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<div style="font-weight:bold;line-height:2.5;">How do I order a LUXTRUST certificate ?</div>
<div style="font-weight:bold;line-height:2.5;">How do I order a LUXTRUST certificate ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=How_do_I_activate_my_LUXTRUST_certificate_into_e-file></span>
<div style="font-weight:bold;line-height:2.5;">How do I activate (integrate) my LUXTRUST certificate into e-file ?</div>
<div style="font-weight:bold;line-height:2.5;">How do I activate (integrate) my LUXTRUST certificate into e-file ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_do_I_activate_my_LUXTRUST_certificate_into_e-file></span>


The certificate file will be sent to the e-mail address you provided in your purchase order.
The certificate file will be sent to the e-mail address you provided in your purchase order.
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=What_must_I_do_with_the_keystore></span>
<div style="font-weight:bold;line-height:2.5;">What must I do with the keystore ?</div>
<div style="font-weight:bold;line-height:2.5;">What must I do with the keystore ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=What_must_I_do_with_the_keystore></span>


===Manual file transmission===
===Manual file transmission===
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=How_can_I_register_my_LUXTRUST_certificate_with_the_CSSF></span>
<div style="font-weight:bold;line-height:2.5;">How can I register my LUXTRUST certificate with the CSSF ?</div>
<div style="font-weight:bold;line-height:2.5;">How can I register my LUXTRUST certificate with the CSSF ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_can_I_register_my_LUXTRUST_certificate_with_the_CSSF></span>


For some reportings, the LUXTRUST e-file SSL certificate used by the reporting entity must be registered with the CSSF, before sending any files, according to the registration procedure described in the '''[https://www.cssf.lu/wp-content/uploads/Naming-convention.pdf#page=8 CSSF 23/833, naming convention part.]'''
For some reportings, the LUXTRUST e-file SSL certificate used by the reporting entity must be registered with the CSSF, before sending any files, according to the registration procedure described in the '''[https://www.cssf.lu/wp-content/uploads/Naming-convention.pdf#page=8 CSSF 23/833, naming convention part.]'''
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=How_is_the_S3_digital_key_management_in_e-file></span>
<div style="font-weight:bold;line-height:2.5;">How is the S3 digital key management in e-file ?</div>
<div style="font-weight:bold;line-height:2.5;">How is the S3 digital key management in e-file ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_is_the_S3_digital_key_management_in_e-file></span>


The CSSF has updated its submission methods to allow AIFMs to file specific regulatory reports via the CSSF’s API from 2nd November.  
The CSSF has updated its submission methods to allow AIFMs to file specific regulatory reports via the CSSF’s API from 2nd November.  
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|}
|}


::===Correspondance table===
===Correspondance table===
'''Please find the correspondence table of e-file and e-Desk scopes'''<br>
'''Please find the correspondence table of e-file and e-Desk scopes'''<br>


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| style="vertical-align:middle; color:#202122;" | Reporting AIFM
| style="vertical-align:middle; color:#202122;" | Reporting AIFM
| style="vertical-align:middle; color:#202122;" | Reporting AIFM
| style="vertical-align:middle; color:#202122;" | Reporting AIFM
| style="vertical-align:middle; color:#202122;" | [https://www.cssf.lu/en/periodic-and-non-periodic-transmission-of-information-aifms/ Periodic and non-periodic transmission of information by AIFMs]
| style="vertical-align:middle; color:#202122;" | [https://www.cssf.lu/wp-content/uploads/AIFM_Reporting_Technical_Guidance.pdf AIFM reporting -Technical guidance]
| style="vertical-align:middle; color:#202122;" | 30 June 2024
| style="vertical-align:middle; color:#202122;" | 30 June 2024
|-
|-
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| style="vertical-align:middle; color:#202122;" | [https://edesk.apps.cssf.lu/edesk-dashboard/r-public/procedures User Guide for XBRL reports - Bank prudential reporting]
| style="vertical-align:middle; color:#202122;" | [https://edesk.apps.cssf.lu/edesk-dashboard/r-public/procedures User Guide for XBRL reports - Bank prudential reporting]
| style="vertical-align:middle; color:#202122;" | 1st September 2024
| style="vertical-align:middle; color:#202122;" | 1st September 2024
|-
| style="vertical-align:middle; color:#202122;" | Regulatory Documents and Reports
| style="vertical-align:middle; color:#202122;" | Regulatory Documents and Reports
| style="vertical-align:middle; color:#202122;" | [https://www.cssf.lu/wp-content/uploads/User-Guide-Regulatory-documents-and-reports.pdf User Guide for Regulatory Documents and Reports]
| style="vertical-align:middle; color:#202122;" | 15th November 2024
|-
| style="vertical-align:middle; color:#202122;" | Key Information Document (KID PRIIPs/KID)
| style="vertical-align:middle; color:#202122;" | Key Information Document (KID PRIIPs/KID)
| style="vertical-align:middle; color:#202122;" | [https://www.cssf.lu/wp-content/uploads/User-Guide-Key-Information-Document.pdf User Guide for Key Information Document]
| style="vertical-align:middle; color:#202122;" | 15th November 2024
|-
| style="vertical-align:middle; color:#202122;" | U1.1 reporting
| style="vertical-align:middle; color:#202122;" | U1.1 reporting
| style="vertical-align:middle; color:#202122;" | [https://www.cssf.lu/wp-content/uploads/Guidelines_U1.1.pdf Guidelines on the U1.1 reporting]
| style="vertical-align:middle; color:#202122;" | 15th November 2024


|}
|}
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</div>
</div>
</div>
</div>
</br></br>
===Special cases===
'''For Key Information Document (KID PRIIPs/KID) and Regulatory Documents and Reports scopes'''<br>
Due to the way the CSSF has implemented the third-party delegation process we have adapted our S3 scope import system in order to enable
</br>
the possibility for a client who is a service provider to onboard multiple S3 keys for the same scope on different Asset Managers / Self-managed funds based on the FSQ referential
</br></br>
To do so after having selected Key Information Document (KID PRIIPs/KID) or Regulatory Documents and Reports scope<br>
you have to use the dedicated radio button Asset Manager or Self-Managed funds
<br>
The list is automatically refreshed to only display third-party without S3 key onboarded<br>
|[[File:AssetManager-SelfManaged.png|Asset Manager or Self-Manged fund|400px]]


* Grant us with the IT expert role to  perform such changes for you  
* Grant us with the IT expert role to  perform such changes for you  
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<span id=How_can_I_change_the_local_e-file_administrator></span>
<div style="font-weight:bold;line-height:2.5;">How can I change the local e-file administrator ?</div>
<div style="font-weight:bold;line-height:2.5;">How can I change the local e-file administrator ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_can_I_change_the_local_e-file_administrator></span>


Each e-file administrator account is linked to a single email at a time.
Each e-file administrator account is linked to a single email at a time.
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=What_is_the_e-file_password_policy></span>
<div style="font-weight:bold;line-height:2.5;">What is the e-file password policy ?</div>
<div style="font-weight:bold;line-height:2.5;">What is the e-file password policy ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=What_is_the_e-file_password_policy></span>


[[File:Password.png|300 px]]
[[File:Password.png|300 px]]
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== Being informed ==
== Being informed ==
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<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:60%; overflow:visible; >
<span id=How_can_I_get_important_information></span>
<div style="font-weight:bold;line-height:2.5;">How can I get important information ?</div>
<div style="font-weight:bold;line-height:2.5;">How can I get important information ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_can_I_get_important_information></span>
 
As an administrator, you will received all significant information regarding e-file changes, maintenance or enhancement through the e-mail address set up onto your account.
As an administrator, you will received all significant information regarding e-file changes, maintenance or enhancement through the e-mail address set up onto your account.
You can also manage some alerts through e-file, see the notifications system.
You can also manage some alerts through e-file, see the notifications system.
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<span id=How_can_I_get_custom_notifications></span></span>
<div style="font-weight:bold;line-height:2.5;">How can I get custom notifications ?</div>
<div style="font-weight:bold;line-height:2.5;">How can I get custom notifications ?</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span id=How_can_I_get_custom_notifications></span></span>
 




Latest revision as of 21:13, 26 November 2024

e-file FAQ - Administrator's section

Page's last update : 26 Dec 2024

Back to the Top

Home page Return homepage

Administration module icon (Figure 2).png

Knowing the interface

What am I allowed to do as an administrator ?

The Administration module opens. Tabs are available in the e-file administrator module: (Figure 3).

Users, Groups and Certificates (Figure 3).png

Users tab Groups tab Certificates tab Sending service tab S3 keys tab
  • Add users to a group
  • Assign a group to users
  • Manage user profiles at group level
Sending service user's management :
Sending service user's management - V2 :

Explore the interface's items
Explanations
This is the tabs' menuClick to create a new user's accountThe vertical menu can be reduceHere you can set who will receive some e-mail notifications in relation with the administrationYou can filter the list on a group's members or a profileThe crown indicates an administratorBy hovering over their headers, text columns can be sortedEach line allow its actions among : * Edit, * Force password, * Lock/Unlock, * DeleteEdit the user details or group permissionsForce password change : an email is sent to the user for him to resetLock or Unlock the account. The icon is greyed out for new users.Delete the account. You can not delete administrators, ask us.clickable image : admin interface

Accounts' management

How many users can I create ?
You can create as many as users' accounts you need. It is free of charge.

How can I create a new e-file user ?
Enter the administration module SDjl 8.png, you should be on the 'users' tab.
Click the Create a user button Create a user button (Figure 5).png
The Create a user window pops up. Complete the form as shown in the figure below and click the Create button.
All fields are mandatoryYou must choose a first group and a user's profileClick here to validateClick here to cancelClick here to cancelclickable image : create user form
Important note : You do not have to create a password for the user, an automatic mail will be sent to the new user to activate his account and create a password


The Create a user window closes and you return automatically to the Users List screen.
At the same time a confirmation window pops up on the top of the screen indicating that the user creation was successful.
User creation was successful (Figure 7).png

How can I change an existing account's e-mail ?

Step 1:

Connect to e-file.lu with your e-file administrator login (adminXXX) and click the Administration module icon.


SDjl 8.png


Step 2:

The Users List screen opens. Click the Edit button on the line of the account to be changed.

AdminModuleChangeEmail.png


Step 3: Click the detail tab, then Edit button

AdminModuleChangeEmail2.png


Step 4: Change the e-mail then click Validate button

AdminModuleChangeEmail3.png

What about the Sending Service account ?

As an administrator, you can manage the permission for the sending service account too. See more information upon the sending service

Click the sending service tabIn the vertical menu, choose the proper version of your sending serviceOn the matching line, click the edit iconA panel opens from the right, click the edit buttonYou can add or delete a group, the profile is always 'Service Déposant', subscribe to receive the authorities' feedbacks.clickable image on SD permission

Managing permission on user's account

See: How do I assign groups and profiles to users ?

Groups' management

What is an e-file group ?

In e-file, a group allows you to manage permissions for similar reports in terms of type, circulars, costs or technical constraints.

Instead of managing groups for a user, the Groups tab allows you to manage users for a given group.

Which group do I need ?
Which group for my report ?
Concerned companies Report
naming convention 		Details Authority e-file Group Sending way
Investment Funds NOTREP Notification procedures to be followed by a UCITS governed by Luxembourg law wishing to market its units in another Member State of the European Union CSSF (-) Gestion documentaire
(-) Dashboard
(-) Matrice d'enregistrement et de distribution 		S3
Investment Funds - Monthly financial information for guaranteed funds CSSF Station Finesti KS
Investment Funds - Yearly financial information CSSF Station Finesti KS
Investment Funds - Interventions on the futures and options markets CSSF Station Finesti KS
Investment Funds S0103 Monthly statistical balance sheet for money market funds (MMF) BCL Station Finesti KS
Investment Funds TPTOBS Monthly Security by security reporting for investment funds BCL Station Finesti KS
Investment Funds DOCREP SIF:
(-) Prospectus (PC)
(-) Offering document (DE)
(-) Letter of explanation (LE) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Investment Funds DOCREP SIF Law 2007:
(-) Annual Report (AR)
(-) Semi-annual report SIF (SR)
(-) Letter of explanation (LE)
(-) Other periodic report (RO)
(-) Movements in the securities portfolios (PM)
SICAR:
(-) Annual Report (AR)
(-) Other periodic report (RO) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Investment Funds DOCREP Auditor report
(-) O: UCI Law 2010
(-) O: UCI Law 2007
(-) K: SICAR
(-) S: Investment fund manager (IFM)
(-) A: Investment fund manager (IFM)

Report Hong Kong Securities and Futures (HK) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Management Companies DOCREP Auditor report
(-) S: Investment fund manager (IFM)
(-) A: Investment fund manager (IFM)

Report Hong Kong Securities and Futures (HK) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Investment Funds DOCREP UCI:
(-) Prospectus (PC)
(-) Simplified prospectus (PS)
(-) Letter of explanation (LE) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Alternative Investment Fund Managers (AIFM) AIF Alternative Investment Fund reporting CSSF (-) AIF
(-) AMfine 		S3
Alternative Investment Fund Managers (AIFM) AIF Alternative Investment Fund reporting (AIF Manager) CSSF (-) AIF
(-) AMfine 		S3
Credit Institutions ANTREF
ANTT1M
ANTT2M
ANTT2Q 		AnaCredit:
Collection of granular credit and credit risk data 		BCL Rapport Anacredit KS
Insurance Corporations S0218-L Quarterly statistical balance sheet of insurance corporations – Luxembourg entity BCL Reporting BCL pour les assurances KS
Insurance Corporations S0219-L Information on valuation effects on the balance sheet of insurance corporations BCL Reporting BCL pour les assurances KS
Insurance Corporations S0403-L Annual Premiums, claims and commissions of insurance corporations – Luxembourg entity BCL Reporting BCL pour les assurances KS
Insurance Corporations TPTASS Monthly Security by security reporting of insurance corporations BCL Reporting BCL pour les assurances KS
Credit Institutions SHSGRP «SHS-Group» report:
Statistics on holdings of securities by reporting banking groups 		BCL BCL SHS report KS
Credit Institutions S0001 Daily deposit BCL Statistiques BCL KS
Credit Institutions S0101 Monthly statistical balance sheet BCL Statistiques BCL KS
Credit Institutions S0104 BCL Statistiques BCL KS
Credit Institutions S0105 Information on interest rates in EUR BCL Statistiques BCL KS
Credit Institutions S0108 Information on securititation
transactions launched
by credit institutions 		BCL Statistiques BCL KS
Credit Institutions S0109 Information on CNY (renmibi) operations BCL Statistiques BCL KS
Credit Institutions S0205-L Quarterly statistical balance sheet BCL Statistiques BCL KS
Credit Institutions S0205-N Quarterly statistical balance sheet
of credit institutions -
Luxembourg entity and its branches 		BCL Statistiques BCL KS
Credit Institutions S0208 Real estate loans for
Lxuembourg buildings 		BCL Statistiques BCL KS
Credit Institutions S0209-L Staff report -
Luxembourg entity 		BCL Statistiques BCL KS
Credit Institutions S0209-N Staff report -
Luxembourg entity and its branches 		BCL Statistiques BCL KS
Credit Institutions S0302 Non balance sheet information BCL Statistiques BCL KS
Professionals of the Financial Sector (PFS) COFREP (-) SCOREP: SSOLV, SIPLO, SLEVDA
(-) SLAREX: SLAREX
(-) SLCRXX: SLCR
(-) SNSFRX: SNSFR
(-) CCOREP: CSOLV, CIPLO, CLEVDA
(-) CLAREX: CLAREX
(-) CLCRXX: CLCR
(-) CNSFRS: CNSFR
(-) CAEXXX: tbd
(-) SAEXXX: tbd
(-) CALMXX: CALMM
(-) SALMXX: SALMM
(-) SRESOL: SRESOL 		CSSF Rapport COREP KS
Credit Institutions COFREP (-) SCOREP: SSOLV, SIPLO, SLEVR
(-) SLAREX: SLAREX
(-) SLCRXX: SLCR
(-) SNSFRX: SNSFR
(-) SALMXX: SALM
(-) CCOREP: CSOLV, IPLO, CLEVR
(-) CLAREX: CLAREX
(-) CLCRXX: CLCR
(-) CNSFRX: CNSFR
(-) CALMXX: CALMM
(-) CFINRP: CFINRP
(-) SFINRP: SFINRP
(-) CAEXXX: CAE
(-) SAEXXX: SAE
(-) CFPXXX: CFP
(-) SFPXXX: SFP
(-) CSBPXX: CSBP
(-) SSBPXX: SSBP
(-) CSBPIM: CSBPIM
(-) SSBPIM: SSBPIM
(-) CLCRDA: CLCRDA
(-) SLCRDA: SLCRDA
(-) SRESOL: SRESOL 		CSSF Rapport COREP KS
Credit Institutions DOCREP Audit Report on AML/CTF CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Circ. 18/697 annexe1 CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Annual Report CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Annual report consolidated CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP AC Member List CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Compliance Report CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Governance Report CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Internal Audit Report CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP ICAAP CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP ICAAP Consolidated CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP ILAAP CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP ILAAP Consolidated CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Long Form Consolidated CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Long Form Branch or Specific Participation CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Long Form Report CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Reconciliation LuxGAAP FINREP CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Management Letter Consolidated CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Audit report on rules of conduct CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Management Letter CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Head quarter annual report CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Risk Control Report CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Report on out-of-court complaint resolution CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Recovery Plan CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Results Distribution CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Single Customer View CSSF Reporting des établissements de crédit KS
Credit Institutions DOCREP Table on out-of-court complaint resolution CSSF Reporting des établissements de crédit KS
Financial Institutions - Common Reporting Standard (CRS) CRS Automatic exchange of
financial account information
on a global level 		ACD Reporting CRS KS
Credit Institutions ESPREP Quarterly reporting on the
financial health of the branches
parent entities 		CSSF Rapport Enquête KS
Credit Institutions ESPREP Residential credit deposits CSSF Rapport Enquête KS
Credit Institutions DCOR Reporting Entity
B: Credit institution 		CSSF (-) Enquetes S3
Professionals of the Financial Sector (PFS) DCOR Reporting Entity
P: PFS 		CSSF (-) Enquetes S3
Credit Institutions ESPREP Residential real estate market CSSF Rapport Enquête KS
Credit Institutions ESPREP Stress test in order to assess
the interest rate risk
arising from non-trading
book activities 		CSSF Rapport Enquête KS
Payment Institutions/Electronic Money Institutions V0101 Customer transfers BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0110 Stock taking of payment accounts in bank money BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01100 Payment services provided by e-money institutions and payment institutions without the provision of payment accounts BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0111 OTC cash transactions BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01110 Payment initiation services (payments) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01110-F Payment initiation services (Fraud) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0112 Transactions via telecommunication, digital or IT device BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0113 Credits to the accounts by simple book entry BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0114 Debits from the account by simple book entry BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0102 Interbank transfers BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0120 Customer Credit transfers sent (payments) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0120-F Customer Credit transfers sent (Fraud) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01200 Stock of issued payment cards BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01201 Stock of distributed payment cards BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0121 Customer credit transfers received BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01210 Stock of terminals by terminal type BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01220 Stock of accounts (except e-money accounts) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01221 Stock of e-money accounts BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01222 Stock of accessed accounts - account information services (AIS) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01230 Number of customers BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0103 Domiciliations BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0130 Direct debits - reporting as creditor's PSP (payments) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V01300-F Losses due to fraud per liability bearer BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0130-F Direct debits - reporting as creditor's PSP (fraud) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0131 Direct debits - reporting as debtor's PSP BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0104 Inventory cards / terminals BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0140 SEPA R-transactions BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0141 Interbank payment transactions BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0142 Intermediated payment transactions BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0105 Card transactiosn (Issuing part) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0150 Card transactions with cards issued by resident PSPs (payments) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0150-F Card transactions with cards issued by resident PSPs (fraud) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0151 Electronic card transactions with cards issued by resident PSPs, split by Merchant Category Codes (MCC) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0152 Card transactions acquired by resident PSPs (payments) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0152F Card transactions acquired by resident PSPs (Fraud) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0153 Fundings and withdrawals related to prepaid cards BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0106 Card transactiosn (Acquiring part) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0160 Cheques and money remittances (payments) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0160-F Cheques and money remittances (Fraud) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0107 Cheques and money orders BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0170 Over-the-counter (OTC) cash transactions BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0108 Electronic money scheme BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0180 Book entries BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0109 Card based e-money schemes BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0190 Fundings and withdrawals in e-money (except prepaid cards) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0191 E-money transfers (payments) BCL Collecte des données de paiement (CDP) KS
Payment Institutions/Electronic Money Institutions V0191-F E-money transfers (Fraud) BCL Collecte des données de paiement (CDP) KS
Credit Institutions ESPREP Fonds de garantie
des dépôts Luxembourg
(FGDL) 		CSSF Rapport Enquête KS
Payment Institutions EDPREP Balance sheet CSSF Reporting EDP KS
Payment Institutions EDPREP Identification of third-party
funds held and incorporated in the balance sheet 		CSSF Reporting EDP KS
Payment Institutions EDPREP Capital adequacy of
payment institutions 		CSSF Reporting EDP KS
Payment Institutions EDPREP Profit and loss accoount CSSF Reporting EDP KS
Electronic Money Institutions EMEREP Balance sheet CSSF Reporting EME KS
Electronic Money Institutions EMEREP Identification of third-party
funds held and incorporated
in the balance sheet 		CSSF Reporting EME KS
Electronic Money Institutions EMEREP Statement of
authorised reinvestments 		CSSF Reporting EME KS
Electronic Money Institutions EMEREP Capital adequacy of
electronic money institutions 		CSSF Reporting EME KS
Electronic Money Institutions EMEREP Profit and loss account CSSF Reporting EME KS
Electronic Money Institutions EMEREP Analysis of shareholdings CSSF Reporting EME KS
Financial Institutions - Foreign Account Tax Compliance Act (FATCA) FATCA Foreign Account Tax Compliance Act Reporting ACD Rapport FATCA KS
Management Companies DOCREP (-) Letter of explanation (LE)
 CSSF Doc OPC et FIS (circ. CSSF) KS
Management Companies DOCREP Annual report of Investment fund managers (IFM) (EN)
Gestionnaires des fonds d'investissement (GFI) (FR) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Credit Institutions FRCREP Information on participating interest
and subordinated loans 		CSSF Rapport FINREP KS
Credit Institutions FRCREP Information on staff costs and taxes
and subordinated loans 		CSSF Rapport FINREP KS
Credit Institutions CFEREP LCRDAX CSSF Rapport FINREP S3
Financial Companies S0216 Quarterly statistical balance of Financial Companies BCL Reporting des sociétés émettrices KS
Financial Companies S0217 Transactions of Financial Companies BCL Reporting des sociétés émettrices KS
Investment Funds DOCREP Key Investor Information Document
(-) O: OPC Law 2010 and Loi 2007
(-) K: SICAR
(-) V: non-reglem. 		CSSF Doc OPC et FIS (circ. CSSF) KS
Investment Funds DOCREP Long Form reports (UCI Law 2010) CSSF Doc OPC et FIS (circ. CSSF) KS
Management Companies SGOREP (-) SG 1A: Financial situation
(-) SG 1B: Profit and loss account
(-) SG 1C: Table relating to other activities
(-) SG 2: Other activities
(-) SG: Personnel Table relating to staff 		CSSF Rapport Société de Gestion KS
Investment Funds DOCREP Management letters
(-) O: OPC Law 2010
(-) O: Law 2007
(-) K: SICAR 		CSSF Doc OPC et FIS (circ. CSSF) KS
Investment Funds DOCREP Management letters of Investment fund managers (IFM) (EN)
Gestionnaires des fonds d'investissement (GFI) (FR) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Investment Funds DOCREP Articles of Incorporation of UCITS
(-) O: UCI Law 2010
(-) O: UCI Law 2007
(-) K: SICAR 		CSSF Doc OPC et FIS (circ. CSSF) KS
Investment Funds DOCREP Management Regulations of UCITS
(-) O: OPC Law 2010
(-) O: Law 2007 		CSSF Doc OPC et FIS (circ. CSSF) KS
MiFID II / MiFIR TAFREP Article 26 of Regulation
No 600/2014:
Obligation to report transactions
(Markets in financial instruments => MiFIR) 		CSSF Report TAF-MIFID KS
Management Companies DOCREP Investment fund managers (IFM):
(-) Risk management function(GR)
(-) OPCVM instruments information (ID)
(-) Compliance Function (FC)
(-) Internal audit function report (IA)
(-) Complaints handling (TP)
(-) Authorized third party complaints (LP)
(-) Risk Management Procedure (PG)
(-) Organization chart (OG)
(-) Mandates table (TM)
(-) Delegates of RFI (RD)
(-) Branch activity (AS)
(-) Own funds ratio (FP)
(-) Risk management procedure AIFM (PN)
 CSSF Doc OPC et FIS (circ. CSSF) KS
Other reporting CSSF BCL OTHREP Other reporting CSSF Reporting OTHER (CSSF) KS
Credit Institutions BOP101 Balance of payments reporting BCL Balance des Paiements KS
Credit Institutions BOP102 Cross-border payments
executed for the account
of the resident counterparts 		BCL Balance des Paiements KS
Professionals of the Financial Sector (PFS) PSFREP Reporting population:
(-) Investment firms
(-) Specialised PFS
(-) Support PFS 		CSSF Rapport PSF KS
Insurance Corporations N01 (Comp); N02 (Comp); N03 (Comp);
N04 (Comp); N05 (Réviseur); N06( Réviseur);
N07 (Comp); N08 (Comp); N09 (Comp); N10 (Comp); N11 (Comp); N12 (Réviseur) 		Rapports narratifs CAA Reporting CAA KS
Credit Institutions CSDREP Reporting CSDR:
Introduction of quarterly internalised settlement reporting requirements
pursuant to Article 9(1) of EU Regulation No 909/2014 (CSDR) 		CSSF Reporting CSDR-9 KS
Credit Institutions BNNNN List of head offices, agencies,
branches and representative offices 		CSSF Reporting EDIFACT KS
Institutions for Occupational Retirement Provision SUFREP Annual and quarterly reporting according to Circular CSSF 19/726 of 26 July 2019 CSSF Reporting IORP KS
Money Market Funds (MMF) MMFREP • According to Article 37 of Regulation (EU) 2017/1131, the manager of a MMF must report information to the competent authority (CSSF) of the MMF, at least on a quarterly basis or - for MMF with assets under management of less than Eur 100 million - on at least an annual basis.
• The first quarterly report should be sent to the competent authority of the MMF no later than 30 days after the end of Q1 2020. 		CSSF Reporting MMF KS
Credit Institutions S0112-L Indirect withdrawal and remittance of banknotes denominated in EUR through an intermediary BCL Reporting S1.12 KS
Financial Companies TPTIBS Monthly security by security reporting of Financial Companies BCL Reporting des sociétés émettrices KS
Investment Funds U11 Monthly financial information UCITS and UCI CSSF Station Finesti KS
Credit Institutions TPTBBL Security by security report–
Balance sheet data–
Luxembourg 		BCL Titre par Titre Bancaire KS
Credit Institutions TPTBBN Security by security report–
Balance sheet data–
Luxembourg 		BCL Titre par Titre Bancaire KS
Credit Institutions TPTBHN Security by security report–
Off-balance sheet data–
Non-resident 		BCL Titre par Titre Bancaire KS
Credit Institutions TPTBHR Security by security report–
Off-balance sheet data–
Resident customers 		BCL Titre par Titre Bancaire KS
Investment Funds SFDR Reporting Entity
(-) O: UCI Law 2010
(-) O: UCI Law 2007
(-) K: SICAR
(-) F: Pension Fund 		CSSF (-) SFDR reporting KS
Investment Funds SFDR Reporting Entity
(-) O: UCI Law 2010
(-) O: UCI Law 2007
(-) K: SICAR
(-) F: Pension Fund 		CSSF (-) SFDR reporting KS
Investment Funds SIC Financial information to be submitted by investment companies in risk capital (SICARs) CSSF Reporting SICAR KS
Investment Funds DOCREP UCI Law 2010:
(-) Annual Report (AR)
(-) Semi-annual report (SR)
(-) Letter of explanation (LE)
(-) Other periodic report (RO)
(-) Movements in the securities portfolios (MP) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Insurance Corporations S01; S02; S03; S04; S05;
S06 (Réviseur); S07; S08;
S09; S10; S11; S12; S13;
S14; S15; S16; S17; S18;
S19; S20; S23 		XBRL reports Solvency II CAA Reporting CAA KS
Securitisation Vehicles S0214 Quarterly statistical balance BCL Véhicule titrisation KS
Securitisation Vehicles S0215 Transactions and write-offs/write-downs on securitised loans BCL Véhicule titrisation KS
Securitisation Vehicles TPTTBS Security by security reporting BCL Véhicule titrisation KS
Alternative Investment Fund Managers (AIFM) UCIAR Reporting Entity
A: Alternative Investment fund manager (AIFM) 		CSSF (-) UCIAR reporting KS
Credit Institutions UCIAR Reporting Entity
B: Credit institution 		CSSF (-) UCIAR reporting KS
Investment Funds UCIAR Reporting Entity
(-) O: UCI Law 2010
(-) O: UCI Law 2007
(-) K: SICAR 		CSSF (-) UCIAR reporting KS
Management Companies UCIAR Reporting Entity
S: Management company 		CSSF (-) UCIAR reporting KS
Professionals of the Financial Sector (PFS) UCIAR Reporting Entity
(-) P: PFS
(-) I: Support PFS 		CSSF (-) UCIAR reporting S3
Other reporting CSSF BCL OTXREP Various correspondence BCL Reporting OTHER (BCL) KS
Investment Funds DOCREP Investment fund managers (IFM):
(-) Risk management function(GR)
(-) OPCVM instruments information (ID)
(-) Compliance Function (FC)
(-) Internal audit function report (IA)
(-) Complaints handling (TP)
(-) Authorized third party complaints (LP)
(-) Risk Management Procedure (PG)
(-) Organization chart (OG)
(-) Mandates table (TM)
(-) Delegates of RFI (RD)
(-) Branch activity (AS)
(-) Own funds ratio (FP)
(-) Risk management procedure AIFM (PN) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Credit Institutions SPJ Notification and execution of court orders SPJ Perquisitions électroniques KS
Investment Funds DOCREP Investment fund managers (IFM) (EN)
Gestionnaires des fonds d'investissement (GFI)(FR)
(-) Annual Report (AR)
(-) Other periodic report (RO) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Credit Institutions CFEREP ALMXXX CSSF Rapport COREP S3
Professionals of the Financial Sector (PFS) DOCREP Long Form Report CSSF Rapport des établissements de crédit KS
Management Companies DOCREP Management letters of Investment fund managers (IFM) (EN)
Gestionnaires des fonds d'investissement (GFI) (FR) 		CSSF Doc OPC et FIS (circ. CSSF) KS
Professionals of the Financial Sector (PFS) DOCREP Management Letter CSSF Rapport des établissements de crédit KS
Investment Funds S0106 Monthly statistical balance sheet for non-money market funds (non-MMF) BCL Station Finesti KS
Investment Funds S0213 Quarterly statistical balance sheet for non-MMF investment funds BCL Station Finesti KS
Insurance Corporations CED Etat de situation relatif aux contrats en déshérence CAA Reporting CAA KS
Insurance Corporations CPR Compte rendu CAA Reporting CAA KS
Insurance Corporations ESP Enquête spécifique CAA Reporting CAA KS
Insurance Corporations ETR Etat trimestriel CAA Reporting CAA KS
Insurance Corporations FIR Fiche de renseignement CAA Reporting CAA KS
Insurance Corporations PDA Rapport PDAL (Procédure de Dissolution Administrative sans Liquidation) CAA Reporting CAA KS
Insurance Corporations RAC Rapport actuariel CAA Reporting CAA KS
Insurance Corporations RDC Rapport distinct complémentaire du réviseur CAA Reporting CAA KS
Insurance Corporations RDI Rapport distinct du réviseur CAA Reporting CAA KS
Insurance Corporations RGO Rapport de gouvernance CAA Reporting CAA KS
Insurance Corporations RLB Rapport LBCFT CAA Reporting CAA KS
Insurance Corporations RRE Rapports sur le traitement des réclamations CAA Reporting CAA KS
Insurance Corporations RSE Rapport distinct Solvabilité 2 de l'entreprise CAA Reporting CAA KS
Insurance Corporations RSO Rapport distinct Solvabilité 2 du réviseur CAA Reporting CAA KS


How can I get a missing group ?

If you think that the group you need is not available in your list, please ask us to check and/or add it.

How can I manage users at group level ?

Connect to e-file.lu with your e-file administrator login (adminXXX) and click the Administration module icon (Figure 21).


SDjl 8.png

(Figure 21)


Example:

If you want to know the users to which the group Group FATCA has been assigned or if you want to add a new user to the group, please follow the instructions below.


Step 1:

Press the Groups button. The Groups list page opens. All groups assigned to your company are shown here (Figure 22).

3GroupList.png

(Figure 22)



Step 2:

Click the Edit groups icon EditGroupSD.png in order to view all the users assigned to Groupe FATCA group (Figure 23).

2EditGroup.png

(Figure 23)


The Group detail page opens. Here you can find detailed information on the Group FATCA (e.g. Status date, number of inactive users, number of locked users) (Figure 24).

GroupDetailPage.png

(Figure 24)



Step 3:

Press the Users button (Figure 25)

GroupDetailUsers.png

(Figure 25)


The Group detail / Users page opens. All users assigned to the Group FATCA are listed here(Figure 26).

GroupUsrsList2.png

(Figure 26)



Step 4:

Press the Edit Users button EditUserButton.png (Figure 27)

EditUsersGroup.png

(Figure 27)


The Users page opens in Edit mode (Figure 28)

UsersEditGroup.png

(Figure 28)


The following actions can be done here:

1. ADD A USER. Select the user and his profile you want to add.

2. Change the Profile of the user

3. Delete the User

4. Once you have made your changes, press the VALDATE CHANGES button ValidateChanges.png



The Users window closes and you return automatically to the Groups List screen.

At the same time a confirmation window pops up on the top of the screen indicating that the assignment was successful (Figure 29).

AssignmentsSaved.png

(Figure 29)

How do I assign groups and profiles to users ?

Example:

If a user has to send FATCA reportings to the authority, the e-file administrator must assign the group Rapport FATCA and the profile Manager to the user.


Step 1:

Open the User management screen in the Users tab and click the Edit EditGroupSD.png icon of the user to whom you want assign groups and a specific profile (Figure 11).

A specific profile (Figure 11).png

(Figure 11)



Step 2:

The User details screen opens. Click the Groups button (Figure 12).

2AddGroup.png

(Figure 12)



Step 3: The User details / Groups screen opens. Click the Edit button (Figure 13).

2GroupDetails.png

(Figure 13)



Step 4:

The User details / Groups screen opens in Edit mode (Figure 14).

Click the ADD A GROUP button AddGroup.png, select the groups and profile you want to assign and click the Validate button.

4Add group.png

(Figure 14)



The User details / Groups window closes and you return automatically to the Groups List screen.

At the same time a confirmation window pops up on the top of the screen indicating that the group assignment was successfully saved (Figure 15).

AssignmentsSaved.png

(Figure 15)


Please be informed that you can find detailed information on all groups on our Wikipage Product Coverage; column e-file user account: "groupe".



User profiles

Administrator (EN)/ Administrateur (FR)

The Administrator profile allows the e-file administrator to order and activate LuxTrust certificate(s), manage user accounts, groups, user profiles, lock and un lock user account.


Guest (EN) */ Visiteur (FR) *

  • The Guest can consult the information or documents of his affected group(s).
  • He can access the follow up tools and open the documents linked to the group(s).
  • The Guest cannot submit reports or documents via e-file.

Manager (EN)/ Responsable (FR)

  • The Manager can consult the information or documents of his affected group(s).
  • He can access the follow up tools and open the documents linked to the group(s).
  • The Manager can submit reports linked to his group(s) via e-file.


Operator (EN) */ Opérateur (FR) *

  • The Operator can consult the information or documents of his affected group(s).
  • He can access the follow up tools and open the documents linked to the group(s).
  • The Operator submit reports linked to his group(s) to validation by a Validator.

Validator (EN) */ Valideur (FR) *

  • The Validator can consult the information or documents of his affected group(s).
  • He can access the follow up tools and open the documents linked to the group(s).
  • He validates or rejects reports awaiting for validation linked to his group(s).


(*) Available depending the group

Security's management

* keystore system, Luxtrust certificate, SSL security

How do I order a LUXTRUST certificate ?


All reporting files transmitted to the supervisory authorities must be encrypted.

The only certificate authorised for the file encryption by the reporting entity are SSL certificates from the certification authority LUXTRUST.

Please check the system requirements to run the e-file applications.

Key and Certificate Request generation

Please be informed that during the next steps two files will be generated:

1- the keystore file keystore.ks containing your new keys

2- the certificate request file Certificate Request.csr containing a copy of your new keys. This file must be uploaded on LUXTRUST's website during your purchase order . 

 Important note : the Luxtrust SSL certificate purchase order and its activation have to be performed on the same computer workstation.


Step 1:

Connect to e-file.lu with your e-file administrator credentials (adminXXX) and click the Administration module icon (Figure 30).

Administration module icon (Figure 2).png

(Figure 30)




Step 2:

Click the Certificates button (Figure 31)

AdminModule 2.png

(Figure 31)




Step 3:

The Certificates Management screen opens. Click the CERTIFICATE REQUEST - ACTIVATION MENU link (Figure 32).

AdminModule 3.png

(Figure 32)


Result: A new screen opens displaying GENERATE CERTIFICATE KEYS - BEFORE LUXTRUST WEBSITE ORDER on the left side of the page


Step 4:

Configure your keystore (Figure 33).

Configure your keystore.png

(Figure 33)

a. Select the keystore import method

If you order the certificate for the very first time , select Create a new keystore file option and indicate a keystore name.

In the case you have to renew your certificate, you must select your curent keystore file by using the browse file or drag & drop feature to import it. 


Important note : in both case, the new keystore will be generated in the configured download folder of your Web browser e.g.: C:\Users\xxx\Downloads


- File name: choose your keystore name, for example keystore.ks

- File type : .ks


b. Password

If you order the certificate for the very first time , you have to define a brand-new keystore password. A confirmation is required

In the case you have to renew your certificate, e.g. its validity date expired, you must use the keystore password that had been created when you ordered the certificate for the very first time. 

  Important note : the keystore password has to be shared with all e-file users who have to transmit encrypted documents or decrypt feedback files received from the supervisory authorities. .

  Important note : if you loose your keystore password, you will have to generate a new key and order a new certificate.


c. Certificate request name (.csr)

You have to define a name for the technical certificate request file required by Luxtrust, for example CertificateRequest.csr 

 Important note : the certificate request will be generated in the configured download folder of your Web browser e.g.: C:\Users\xxx\Downloads.

- File name: CertificateRequest.csr

- File type : .csr


Step 5:

Verify the Company information. (Figure 34) :

Company information.png

(Figure 34)


The related fields will be pre-filled in with information we currently have in our system. Feel free to make changes if necessary.


Step 6:

Click the Generate keys button.

A window will pop up inviting you to download the Keystore file and Certificate Signing Request (Figure 35).

Keystore CSR download window.PNG

(Figure 35)

You must click on each of the Download buttons in order to activate the OK button.
Then click OK to clear the message window. 


Both keystore and certificate request files will be generated in the configured download folder of your Web browser e.g.: C:\Users\xxx\Downloads

Important note : the updated keystore will be generated with a new name as follows: 
The name of the previous keystore + a timestamp displayed as yyyymm + onhold. 

Example: oldname : MyKeystore.ks / new name : MyKeystore_202212_onhold.ks 



Important note : we advise you to back up the keystore.ks and CertificateRequest files.


Finalize your LUXTRUST purchase order

Before to start order in the Luxtrust website make sure that you have process the previous part (Key and Certificate Request generation).


-Open the LUXTRUST easy SSL e-file website.

-Browse to SSL Certificate section and click the E-FILE icon Sans titre.png


-Choose the period of validity of your certificate and click the ORDER E-FILE button.

-If you do not have a LUXTRUST easy SSL e-file account you have to get registered.

-Once registered, complete the whole order form, upload your CertificateRequest.csr file, accept the TERMS AND CONDITIONS and click the PLACE ORDER button.

-Shortly afterwards, you will receive an e-mail from LUXTRUST confirming your purchase order.

-Please follow all instructions provided in the e-mail and its PDF attachment (Send signed PDF by post with all required documents to the address indicated inside, process the payment etc.)

How do I activate (integrate) my LUXTRUST certificate into e-file ?

The certificate file will be sent to the e-mail address you provided in your purchase order.

The extension of this file will be .txt, in order to prevent your firewall from blocking the attached file.


Step 1: 

Important note: save the file .txt on your computer workstation and replace the .txt extension by .cer

Double-click the .cer file. You should be able to see your certificate as shown below (Figure 36):

Certif Visu.jpg

(Figure 36)



Step 2: 

 Important note : the Luxtrust SSL certificate ordering and its activation have to be performed on the same computer workstation.

Connect to e-file.lu with your e-file administrator credentials (adminXXX) and click the Administration module icon (Figure 37).

Administration module icon (Figure 2).png

(Figure 37)


Step 3:

Click the Certificates button (Figure 38).

AdminModule2.png

(Figure 38)


Step 4:

Click the CERTIFICATE ACTIVATION – AFTER RECEPTION OF LUXTRUST CERTIFICATE link (Figure 40).

Certificate activation.png

(Figure 40)


Step 5:

Configure your keystore (Figure 41).

Certificate activation steps.png

(Figure 41)

a. Select the Group you need to use (by default Principal)

b. Import the keystore that was generated at the same time as the Certificate Signing Request (from previous step )

c. Enter the keystore password

d. Import the certificate you received from Luxtrust


Step 6:

Click the ACTIVATE CERTIFICATE button.


A window will pop up and inform you that the activation has been done successfully.

Your keystore.ks is now updated. It contains your activated LUXTRUST certificate and your encryption keys.

AdminModule 15.png

Note: The display and the position of the pop up may differ regarding the Web browser you are using 


Important note : the updated keystore will be generated in the configured download folder of your Web browser e.g.: C:\Users\xxx\Downloads.

Important note : the updated keystore will be generated with a new name : the name of the previous keystore + a timestamp displayed as yyyymm + completed.
Example: previous name : MyKeystore.ks / new name : MyKeystore_202212_completed.ks 

Important note : if you loose your keystore and/or its password,you will have to generate a new encryption key and order a new certificate. .

What must I do with the keystore ?

Manual file transmission

The activated keystore, containing your LUXTRUST certificate and your encryption keys must now be provided to the workstations of each e-file user.

Step 1:

Open the Transmission module

Icon1.png


Step 2:

Keystore selection After(1).PNG

Automatic file transmission

In the case you are using the Sending Service for automatic file transmission, the activated keystore.ks must be provided as well.

How can I register my LUXTRUST certificate with the CSSF ?

For some reportings, the LUXTRUST e-file SSL certificate used by the reporting entity must be registered with the CSSF, before sending any files, according to the registration procedure described in the CSSF 23/833, naming convention part.

The LUXTRUST e-file SSL certificate must be registered with the CSSF for the below reportings:
(list extracted from Transport et sécurisation via les canaux de transmission externes)


  • COREP/FINREP reporting
  • ESP – Special enquiries
  • SIC – SICAR reporting
  • PFS – Reporting PFS and support PFS
  • EDP – Payment institutions reporting
  • EME – Electronic money institution
  • SGO – Management companies reporting
  • OPC – Fund XML reporting (O1.2)
  • DOC – Non-structured electronic documents (circ. 19/731)
  • OTH – Other
  • OCB – Other reportings for CSSF and BCL
  • AIF – AIFM and AIF reportings
  • SUF – XBRL reportings for subfund-based structured products (IORP)
  • O4.x – Edifact report


=> e-file User Guide: CSSF Certificate registration

* S3 system

How is the S3 digital key management in e-file ?

The CSSF has updated its submission methods to allow AIFMs to file specific regulatory reports via the CSSF’s API from 2nd November. Please note, this is not the deadline to make the change, it is the point at which the new method is available to use.
FE Fundinfo are ready to support you through the transition. Your current setup in e-file will remain in place and only minor one-off changes are required from you to ensure the continuation of your existing functionality on e-file and future proof the communication method for all reporting and filing with the CSSF going forward.

Explanation in context of AIFMD reporting:
See our online webinar for more explanations : November 21st webinar in English and the related presentation

Webinaire en français


Explanation in context of UCITS Cross-Border notification:
See our online webinar for more explanations : December 12th webinar in English and the related presentation


This new system works via a bucket system.
There is one bucket for each filing context (i.e. Cross-border notification, AIFMD)
The CSSF imposes a technical size limit for filing per bucket on 30 rolling days.
Should you encounter any issue, feel free to contact us directly Client Support & Operations Desk we will liaise with the CSSF.


The below is a step-by step guide to appoint FE Fundinfo as a delegate within the CSSF’s eDesk platform, the easiest path to allow us to maintain our services.
Once the set-up is complete you can continue to use your familiar eFile interface and do not need to interact with eDesk as this will all be channelled within your existing workflows in eFile.

To perform the set-up in eFile you have two options:

  • You as IT expert import the S3 keys on eFile
Step by step guide for eDesk IT Experts to connect CSSF’S eDesk to FE Fundinfo’s eFile system click to expand



Steps Actions Additional information

Step 1

Your entity’s appointed IT Expert will need to log into the IT Management area of eDesk (here). This must be using the same LuxTrust Device and account that the IT Expert role was assigned to. Please note, that these steps can only be implemented from the appointed IT Expert account

Step 2

Once logged in, go to the ‘S3 ACCESS DASHBOARD’ at the top of the page, which will take you to a screen similar to the below

S3Dashboard

Step 3

Select ‘Create Access’

S3CreateAccess

Step 4

This will provide you with an option to select a ‘scope’ which will be the reporting type you have been appointed as IT Expert for and select create:
You can refer to our correspondance table

S3CreateScope

Step 5

This will create a line in the S3 access dashboard with the report type, the status (this should show ‘Granted’) and the date of this creation.
Each report type generates 3 codes on eDesk, (the Bucket code, the Access Key, and the Secret Key). To reveal these keys, click the magnifying glass with a ‘+’ icon under the actions column (located on the far right of the screen).

S3Granted

Step 6

This will reveal the information about the who the access has been granted to, when and what report it is for. It will also provide details of the unique codes specific to the entity, report type and individual.

S3Access

Step 7

Once the Keys have been generated, keeping your connection to eDesk open, in another window, open your efile environment. Log in using the efile Admin account for your entity and open the ‘Keys Management’ tab.

efileMenu

Step 8

Select ‘Add Key’ on the far right of the screen

eFileAddKey

Step 9

A pop out will appear and provide you with several drop down lists to complete. Under ‘Scope’ you should choose the report type that you are providing the Keys for. In this instance AIFMD should be selected.

eFileScope

Step 10

Returning to eDesk, copy the Bucket code, the Access key and Secret key and paste each of these into the applicable boxes on efile.

BucketCopy

Correspondance table

Please find the correspondence table of e-file and e-Desk scopes

Label scope in e-file Label scope in e-Desk CSSF reference Deadline
Reporting AIFM Reporting AIFM AIFM reporting -Technical guidance 30 June 2024
Cross-border marketing notifications Cross-border marketing notifications User guide notifications CBDF 2nd January 2024
UCI Adminsitrator - Annual reporting UCI Adminsitrator - Annual reporting CSSF 22/811 30 June 2023
Quarterly survey of covered deposits (FGDL) Quarterly survey of covered deposits (FGDL) CSSF-CPDI 24/40 15 May 2024
SFDR - Precontractual disclosures SFDR - Precontractual disclosures - SFO SFDR precontractual data collection 31 October 2023
SFDR - periodical disclosures SFDR - periodical disclosures - SFPER SFDR UCI Data Collection 31 January 2024
EBA ITS standard reports EBA ITS standard reports User Guide for XBRL reports - Bank prudential reporting 1st September 2024
Regulatory Documents and Reports Regulatory Documents and Reports User Guide for Regulatory Documents and Reports 15th November 2024
Key Information Document (KID PRIIPs/KID) Key Information Document (KID PRIIPs/KID) User Guide for Key Information Document 15th November 2024
U1.1 reporting U1.1 reporting Guidelines on the U1.1 reporting 15th November 2024



Special cases

For Key Information Document (KID PRIIPs/KID) and Regulatory Documents and Reports scopes
Due to the way the CSSF has implemented the third-party delegation process we have adapted our S3 scope import system in order to enable
the possibility for a client who is a service provider to onboard multiple S3 keys for the same scope on different Asset Managers / Self-managed funds based on the FSQ referential

To do so after having selected Key Information Document (KID PRIIPs/KID) or Regulatory Documents and Reports scope
you have to use the dedicated radio button Asset Manager or Self-Managed funds
The list is automatically refreshed to only display third-party without S3 key onboarded
|Asset Manager or Self-Manged fund


  • Grant us with the IT expert role to perform such changes for you

To start the process please send us an email to cso.desk@fundsquare.net with both name and CSSF identification number of the entity you want we become IT Expert

Step by step guide on how to assign FE Fundinfo as a CSSF IT Expert on eDesk click to expand



Steps Actions Additional information

Step 1

Log into eDesk with the Advanced User account using your LuxTrust Device and Password. Please note that these changes can only be implemented from the Advanced User account

Step 2

Once logged in, go to the top right corner of the screen, click on your account user name, and select ‘Entity Management’

EntityManagement

Step 3

Now select ‘Access Requests’ from the tabs at the top of the screen:

AccessRequest

Step 4

As FEfundinfo will have made a request to connect from our Fundsquare account, you will see us on a list of users requests to connect with your entity. You will be able to identify our request as it will be with the LuxTrust SN: 100115278245548987357

LuxtrustSN

Step 5

Once you have identified the FE fundinfo request from our Fundsquare account, you can go to the far right of the screen and select ‘ACCEPT ACCESS’ or ‘REJECT ACCESS’. Remember to only accept requests and provide access to users you are associated with. You will need to ‘ACCEPT ACCESS’ on our request:

AcceptAccess

Step 6

Once you have clicked accept, go to the ‘Specific roles within entity’ tab:

SpecificRole

Step 7

Under the ‘Specific roles within entity’ tab, on the right of the screen, click the ‘Add’ button:

AddSpecificRole

Step 8

You will now be able to click on the ‘User’ box and select a user within the list of approved users connected with your entity. One of these will be FE fundinfo’s Fundsquare account, select this option and the user details will populate automatically:

FSQUser

Step 9

Now you can select a role for that user, in this case you will need to select IT EXPERT for FE fundinfo in the drop down selection and click save on the top right to make the change

ITExpert

Step 10

You have now completed all you need to ensure continued use of efile and secure submission of your reports to the CSSF! FE fundinfo will do the rest and can now ensure that the changing transmission methods gradually introduced by the CSSF over the next 18 months are updated as needed without any impact on you


== Onboarding workflow map ==

You can click on the picture.

You as IT ExpertFE Fundinfo as IT ExperteDesk User GuideS3 transmitting methodclickable image : form description

* general security questions

How can I change the local e-file administrator ?

Each e-file administrator account is linked to a single email at a time.


3 cases :

  • You have access to the account
then change the email of the administrator by using the administration module and update the administrator account's owner (name, firstname). The new administrator will just have to request a new password.
  • You have access to the administrator's e-mail box
you can use the "forgotten password" button on https://www.e-file.lu to change the password and get access.
  • You do not have access to the administrator account nor to the email of this account
then for security reason you will have to follow this specific procedure:
Your request must be sent by email and paper mail.
The paper can be replaced by a fax to speed up the process => Fax sending to 28 370 491.


The request must be submitted on letterhead of your company and signed by a legal representative with the following information:

  • Administrator's login adminXXX
  • The current email address which is linked to the administrator
  • The new email address to link to the administrator
  • A brief explanation of the reason why you need to change it
  • Send your email to cso.desk@fundsquare.net


Once Fundsquare has received and checked your request we will update your email and send you the procedure to update the password.

If you have further questions do not hesitate to contact our Client Support & Operations Desk.

What is the e-file password policy ?

Password.png

(Figure 42)

The password you will have to provide must follow the rules below:

  • At least one upper and one lower case letter
  • At least one number
  • At least one special character from this list: ! # $ % & ( ) * + , . /: ; < = > ? ^ _ @ { | } [ ] ~
  • At least 8 characters and at most 20


Please note that :

The validity of your password is not limited in time.

Our system blocks the user after 3 incorrect attempts and it is the e-file administrator who has to unblock the account.

Passwords are encrypted in our database and we do not keep them. You may re-use them.

Being informed

How can I get important information ?

As an administrator, you will received all significant information regarding e-file changes, maintenance or enhancement through the e-mail address set up onto your account. You can also manage some alerts through e-file, see the notifications system.

How can I get custom notifications ?


Please be informed that you can receive alert by email triggered by specific events.

Example : Court orders sent by the Luxembourgish judicial police (=> CSSF - Circular 13/566)

If you want to be notified by email each time the Luxembourgish judicial police sends you court orders, you have to follow the steps below.


Step 1  : Connect to e-file with your user credentials : https://www.e-file.lu/e-file/




Step 2  : Select Update my profile

Select Update my profile.png



Step 3  : Verify that your email address registered in your e-file account is valid.

Your e-file account is valid.png

IMPORTANT : if your email address is not valid, please ask your e-file administrator to replace it by a valid one.



Step 4  : Select Customize your notifications.

Customize your notifications.png



Step 5  : Select group.

Select group555.png



Step 6  : Select the Alert type.

Notification.png

IMPORTANT :

A green window will pop-up stating that the update has been saved.


Optional Step 7  : Receive only your alerts and not the group's ones.

Ticking also the group box, the sends from other users of the same reports group will be ignored.

Alerte Notification.png

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