Product sales data items

This data is for firms who use xml submissions, the Gabriel XML data transfer via direct communication (system-to-system) or who would like to create a report of the data submitted using Excel.

 

View individual data items

PSD001 - Product Sales Data - Mortgage

PSD002 - Product Sales Data - Retail Investments
PSD003 - Product Sales Data - Pure Protection
PSD004 - Product Sales Data - Home Reversion Plans
PSD005 - Product Sales Data - Home Purchase Plans
PSD006 - Product Sales Data - Short Term Loans
PSD007 - Product Sales Data - Mortgage Performance Data

PSD001 Product Sales Data - Mortgage

These files will assist firms who use XML submissions to report Product Sales Data for regulated mortgage contracts.

Future specification

Version 2.0

Version to be applied date: 1 April 20171
Schema to be applied date: 1 April 20171
Based on: PS15/7

1 For mortgage accounts opened before 1 January 2015, please use Version 1.3 and for mortgage accounts opened between 1 January 2015 and 31 March 2017, please use Version 1.7.8.

Data Definition Schema Sample (Full) Sample (Valid)
XLS XSD XML XML

Latest specification

Version 1.7.8

Version to be applied date: 14 March 20161
Schema to be applied date: 1 January 20151
Based on: SUP16.11 (as of 1 January 2015)

1 For Mortgage accounts opened before 1 January 2015, please use Version 1.3

Data Definition Schema Sample (Full) Sample (Valid)
XLS XSD XML XML

Earlier specification

Version 1.3

Version to be applied date: 22 April 2013
Schema to be applied date: 22 November 2004
Based on: SUP16.11

Please note the schema below is the same one previously reported via TRS called FSAHSFFeedMG.

Data Definition Schema Sample FSATRSValidationReport
XLS XSD XML XSD

PSD002 Product Sales Data - Retail Investments

These files will assist firms who use XML submissions to report Product Sales Data for retail investments.

Please note the schema below is the same one previously reported via TRS called FSAHSFFeedRI.

Latest specification

Version 1.5

Version to be applied date: 22 April 2013
Schema 1.3 to be applied date: 19 February 2007
Based on: SUP16.11

Data Definition Schema Sample FSATRSValidationReport
XLS XSD XML XSD

PSD003 Product Sales Data - Pure Protection

These files will assist firms who use XML submissions to report Product Sales Data for pure protection contracts.

Please note the schema below is the same one previously reported via TRS called FSAHSFFeedPP,.

Latest specification

Version 1.3

Version to be applied date: 22 April 2013
Schema to be applied date: 22 November 2004
Based on: SUP16.111

Data Definition Schema Sample FSATRSValidationReport
XLS XSD XML XSD

PSD004 Product Sales Data - Home Reversion Plans

These files will assist firms who use XML submissions to report Product Sales Data for home reversion plans

Please note the schema below is the same one previously reported via TRS called FSAHSFFeedHR.

Latest specification

Version 2.1

Version to be applied date:  22 April 2013
Schema to be applied date: 17 May 2012
Based on: SUP16.1

Data Definition Schema Sample FSATRSValidationReport
XLS XSD XML XSD

Earlier specification

Version 1.1

Version to be applied date: N/A
Schema to be applied date: 21 June 2007
Based on: SUP16.11

Data Definition Schema Sample FSATRSValidationReport
XLS XSD XML XSD

The earlier versions of the specification for this Data Item have been superseded and were never applied.

PSD005 Product Sales Data - Home Purchase Plans

These files will assist firms who use XML submissions to report Product Sales Data for home purchase plans.

Please note the schema below is the same one previously reported via TRS called FSAHSFFeedMG.

Latest specification

Version 2.1

Version to be applied date: 01 September 2012
Schema to be applied date: 31 March 2012
Based on: SUP16.11

Data Definition Schema Sample FSATRSValidationReport
XLS XSD XML XSD

Earlier specification

Version 1.0

Version to be applied date: N/A
Schema to be applied date: 21 June 2007
Based on: SUP16.11

Data Definition Schema Sample FSATRSValidationReport
XLS XSD XML XSD

The earlier versions of the specification for this Data Item have been superseded and were never applied.

PSD006 Product Sales Data – Short Term Loans

These files will assist firms who use XML submissions to report Product Sales Data for short term loans.

Latest specification

Version 1.0

Version to be applied date: 1 October 2014
Schema to be applied date: 1 October 2014
Based on: PS14/3: Final rules for consumer credit firms

Data Definition Schema Sample
XLS XSD XML

PSD007 Product Sales Data - Mortgage Performance Data

These files will assist firms who use XML submissions to report Product Sales Data for regulated mortgage contracts.

Future specification

Version 2.0

Version to be applied date: 1 April 20171
Schema to be applied date: 1 April 20171
Based on: PS15/7

1 For mortgages with a date of balance before 1 April 2017, please use Version 1.5.

Data Definition Schema Sample
XLS XSD XML

Latest specification

Version 1.5

Version to be applied date: 14 March 2016
Schema to be applied date: 1 January 2015
Based on: SUP16.11 (as of 1 January 2015)

Data Definition Schema Sample
XLS XSD XML

Earlier specification

Version 1.3

Version to be applied date: 1 January 2015
Schema to be applied date: 1 January 2015
Based on: SUP16.11 (as of 1 January 2015)

Data Definition Schema Sample
XLS XSD XML

All sample data provided is for illustrative purposes only.