Regulatory library.
Factual reference notes on the frameworks Datox supports: what each one requires, what data it draws on, where the operational difficulty usually sits, and how the workflow is structured.
Frameworks covered today
AIFMD Annex IV
Periodic reporting by AIFMs on funds, exposures, leverage, liquidity and risk.
Learn moreForm PF
US private fund reporting drawing on fund, exposure and liquidity data.
Learn moreCPO-PQR
Commodity pool operator reporting with overlapping but distinct data requirements.
Learn morePRIIPs
Investor disclosure documents, including performance, risk and cost figures.
Learn moreHow these notes are written
Each note describes the framework in operational terms: what the reporting obligation is, which data it depends on, which parts are typically manual, and how an automated workflow is structured against it.
- No interpretation of your specific obligations, that remains with you and your advisers.
- Focus on data lineage, validation and evidence rather than legal analysis.
- Updated when the framework or Datox coverage changes materially.
Datox provides reporting automation software and does not provide regulatory, legal or tax advice.