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This section provides prospective firms with jurisdiction specific requirements and guidance on how to become Global Trade Repository clients. This includes:

  • Onboarding documentation & legal essentials

  • Onboarding tutorials for both asset managers and non-asset managers

  • Access Coordinator guides and instructional videos

  • Detailed information on connectivity options for trade submission

 


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    GTR Participant Data Request Form

    This form must be fully completed when requesting new Derivatives reports. Please review the Instruc ...
    In GTR Connectivity Forms Downloads: 1689

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    Connectivity Form v1.0 Beta

    This is a Beta version (1.0) of the new GTR Connectivity Form. This form can be used to request for ...
    In GTR Connectivity Forms Downloads: 52

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    SFTR Participant Data Request Form

    Version 3.2. This form must be fully completed when requesting new SFTR reports. Please review the I ...
    In GTR Connectivity Forms Downloads: 1148

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    Onboarding Pack -Third Party Autoroute Requests

    This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. ...
    In FMIA/FinfraG Downloads: 908

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    Onboarding Pack -Third Party Autoroute Requests

    This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. ...
    In Singapore / Australia (DDRS) Downloads: 725

  • archive
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    Onboarding Pack -Third Party Autoroute Requests

    This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. ...
    In Hong Kong (DDRL) Downloads: 664

  • archive
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    Onboarding Pack -Third Party Autoroute Requests

    This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. ...
    In Japan (DDRJ) Downloads: 659

  • archive
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    Onboarding Pack -Third Party Autoroute Requests

    This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. ...
    In USA / Canada (DDR) Downloads: 702

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    GTR: BT Radianz Network Connectivity Form

    This document is the GTR BT Radianz Network Connectivity Form (Firewall form ). This document applie ...
    In GTR Connectivity Forms Downloads: 219

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    GTR SMART Network Connectivity Form

    This document is the GTR SMART Network Connectivity form (Firewall form ). This document applies to ...
    In GTR Connectivity Forms Downloads: 249

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    DTCC MQ Page 1 Form


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    DDRL/DDRIE SFTR MQ Input Form


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    SFTR Introductory Service Onboarding Guide

    This document provides step by step guidance for Onboarding to the GTR SFTR Introductory Service. ...
    In SFTR Introductory Service Downloads: 220

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    SMART Fee Guide


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    GTR Mainframe Leased Line NDM Connections Guide


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    DDRS Third Party Onboarding Pack

    This is the Onboarding pack specifically for the entities whose onboarding as Third Party Service Pr ...
    In Singapore / Australia (DDRS) Downloads: 390

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    DDRS Onboarding pack

    DDRS User agreements and other onboarding forms, documents and guidance. Version 0.1. ...
    In Singapore / Australia (DDRS) Downloads: 1679

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    DDRS Onboarding Pack-Singapore

    This is a new onboarding pack specifically for clients whose contract qualifies as “traded in ...
    In Singapore / Australia (DDRS) Downloads: 521

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    GTR Distributed Open Internet sFTP Connections Guide


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    GTR Mainframe Open Internet sFTP Connections Guide


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    GTR Mainframe Leased Line sFTP Connections Guide


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    GTR Open Internet Network Connectivity Form

    This document is the GTR Open Internet Network Connectivity Form (Firewall form ). Complete this for ...
    In GTR Connectivity Forms Downloads: 1419

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    Client Authorisation Request Form

    This form must be completed if you are a new user and wish to make a change to an existing connectiv ...
    In GTR Connectivity Forms Downloads: 647

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    DDR Onboarding Pack ASSET MANAGERS

    USA (CFTC) only. OTC Core only. Cross-asset. ZIP of XLS and Word docs. User agreements and other for ...
    In USA / Canada (DDR) Downloads: 1105

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    DDR Onboarding Pack

    USA (CFTC) only. OTC Core only. Cross-asset. ZIP of XLS and Word docs. User agreements and other onb ...
    In USA / Canada (DDR) Downloads: 2643

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    DTCC SMART Service Connection Form


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    GTR Global ID Creation for Distributed sFTP Access


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    DataTrak Header and Trailer Checker


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    Certificate Authority Signed X509 Client Instruction Guide


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    Agent Lender Submission Fees Opt in Opt out

    This document is to allow agent lender clients to opt in or out of paying their clients' SFTR report ...
    In DDRL SFTR Downloads: 322

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    MQ Standards Guide


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    SAC sFTP Request Form


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    DTCC SMART Service Bandwidth Update Form


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    DTCC SMART Service Disconnection Form


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    TR Portability Form

    This zip file contains TR Portability Form. ...
    In EMIR Onboarding Downloads: 582

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    Manage Services Help Tool


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    Mandatory Delegated Reporting

    EMIR Refit - Mandatory Delegated Forms - including: Light onboarding form, Light Offboarding form, F ...
    In EMIR Onboarding Downloads: 915

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    GTR Super Access Coordinator (SAC) Provisioning Guide


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    DDRS Onboarding Pack ASSET MANAGERS

    DDRS User agreements and other forms for use with onboarding asset managers. Version 0.1. ...
    In Singapore / Australia (DDRS) Downloads: 1348

  • archive
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    DDRL HKMA Onboarding Pack (ASSET MANAGERS)

    DDRL HKMA. User agreements and other onboarding forms, documents and guidance for Asset Managers. Ve ...
    In Hong Kong (DDRL) Downloads: 562

  • archive
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    DDRS Onboarding Pack-Asset Managers-Singapore

    This is a new onboarding pack specifically for clients whose contract qualifies as “traded in ...
    In Singapore / Australia (DDRS) Downloads: 562

  • archive
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    DDRL HKMA Onboarding Pack

    DDRL HKMA.User agreements and other onboarding forms, documents and guidance. ...
    In Hong Kong (DDRL) Downloads: 881

  • pdf
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    GTR - Explicit Permissioning: Frequently Asked Questions

    This document contains answers to the most frequently asked questions regarding the GTR's solution t ...
    In Manage Services Downloads: 3586

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    Manage Services: Permissioning a Single User to Access Manage Services


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    Manage Services: Creating a New User in CRS


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    GTR Connectivity Decision Tree


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    DDRJ Onboarding Pack

    Japan (JFSA) only. OTC Core only. Credit, Equity, FX and Rates. ZIP of PDF, XLS and Word docs. User ...
    In Japan (DDRJ) Downloads: 744

  • archive
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    DDRL FinfraG Onboarding Pack

    This zip file contains the full FIMA/FinfraG onboarding document set which includes the DDRL Third P ...
    In FMIA/FinfraG Downloads: 408

  • archive
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    DDRL FinfraG Onboarding Pack for Asset Managers

    This document contains the full onboarding documentation set for Asset Managers including the DDRL F ...
    In FMIA/FinfraG Downloads: 338

  • archive
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    Onboarding Pack - Participant Autoroute Requests

    Version 5.0. The DataTrak/Autoroute form is designed with a DataTrak Input tab, and three (3) Autoro ...
    In Singapore / Australia (DDRS) Downloads: 435

  • archive
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    Onboarding Pack - Participant Autoroute Requests

    Version 5.0. The DataTrak/Autoroute form is designed with a DataTrak Input tab, and three (3) Autoro ...
    In Hong Kong (DDRL) Downloads: 404

  • archive
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    Onboarding Pack - Participant Autoroute Requests

    Version 5.0. The DataTrak/Autoroute form is designed with a DataTrak Input tab, and three (3) Autoro ...
    In Japan (DDRJ) Downloads: 404

  • archive
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    Onboarding Pack - Participant Autoroute Requests

    Version 5.0. The DataTrak/Autoroute form is designed with a DataTrak Input tab, and three (3) Autoro ...
    In USA / Canada (DDR) Downloads: 432

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    GTR – APAC Portal SAC Job Aid: Single User


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    GTR – EMIR Portal SAC Job Aid: Single User


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    GTR – EMIR Portal SAC Job Aid: Multiple Users


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    GTR – APAC Portal SAC Job Aid: Multiple Users


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    GTR Learning Center Quick Start Guide

    In Membership (GTR) Downloads: 5135

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    DDRL FinfraG Annex 1 Cross Asset Service Request Form

    This form constitutes Annex I of the User Agreement and Annex I of the Third Party Submitter Authori ...
    In FMIA/FinfraG Downloads: 338

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    DDRL FinfraG Annex 1 Cross Asset Service Request Form for ASSET MANAGERS

    This form constitutes Annex I of the User Agreement and Annex I of the Third Party Submitter Authori ...
    In FMIA/FinfraG Downloads: 288

  • pdf
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    GTR Batch Upload User Guide


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