Use the resources on this page to learn about each aspect of the RegData system.
For each topic in RegData we've created a short explainer video and step-by-step PDF user guide. You can use the video, the user guide or both, as required.
| Topic | Explainer video | User guide (PDF) |
|---|---|---|
| Signing in | Watch[1] | Read[2] |
| Viewing your schedule | Watch[3] | Read[4] |
| Changing your password | Watch[5] | Read[6] |
| Resetting your password or passcode | Watch[7] | Read[8] |
| Changing user details | Watch[9] | Read[10] |
| Amending currencies | Watch[11] | Read[12] |
| Types of reporting | Watch[13] | Read[14] |
| Inputting data in a data item | Watch[15] | Read[16] |
| Uploading an XML file | Watch[17] | Read[18] |
| Uploading an XBRL file | Watch[19] | Read[20] |
| Adding a user | Watch[21] | Read[22] |
| Disabling a user | Watch[23] | Read[24] |
| Registering a Principal User as a newly authorised firm | Watch[25] | Read[26] |
| Reassigning the Principal User role | Watch[27] | Read[28] |
| Validating your data | Watch[29] | Read[30] |
| Submitting and managing Alternative Investment Fund Directive (AIFMD) Data | Watch[31] | Read[32] |
| Submitting and Managing Product Sales Data (PSD) | Watch[33] | Read[34] |
| Finding a previously submitted data item | Watch[35] | Read[36] |
| Requesting a resubmission | Watch[37] | Read[38] |
: Editorial amendment update to metadata and list of resources
: Editorial amendment Metadata updated
: Editorial amendment page updated as part of website refresh
: Information added submitting and managing AIFMD data video
: Information added Submitting and managing Alternative Investment Fund Directive (AIFMD) Data and Submitting and Managing Product Sales Data (PSD)
: Information added Registering a Principal User as a newly authorised firm