MT564 IPAR: Changes to reporting within TEFRA D period

17.10.2024

LuxCSD1  informs clients that it will enhance income reporting effective

18 November 2024.

LuxCSD will enhance its reporting for coupon payment (INTR event) and for early redemption payment (MCAL event) on securities subject to TEFRA D during the certification period.

The MT564 IPAR will contain the following information in the narrative field (:70E::ADTX):

  • Deducted quantity (that is, the uncertified quantity deducted from the eligible quantity reported in field :93B::ELIG of MT564 Corporate Action Notification);
  • Missing TEFRA D certification (being the reason for having a deducted quantity visible on the report);
  • Not delivered EUR amount (being the amount not paid due to the deducted quantity).

In addition, an MT599/MT568 will be sent as per the below table to notify clients of upcoming income events requiring an early certification of the positions to ensure a timely payment:

Reporting date

Message type

Event type/currency

Payment date minus 2 business days

MT599

INTR events

Payment date minus 2 business days

MT568

Coupon payments in AUD, CNY, HKD, JPY, SGD and NZD

Payment date minus 1 business day

MT568

Coupon payments in any currency except AUD, CNY, HKD, JPY, SGD and NZD

Payment date or Payment date minus 1 business day

MT568

MCAL events only if announced on payment date or payment date minus 1 business day

Further information

For further information, clients may contact LuxCSD Client Services or their Relationship Officer.

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1. LuxCSD refers to LuxCSD S.A., registered office at 42, Avenue J.F. Kennedy, L-1855 Luxembourg, registered with the Luxembourg Trade and Companies Register under number B-154.449.