We have engaged a new data partner, Perpetual, to bring greater governance, efficiency, and data expertise to manage the data reporting process, and introduced new systems and policies to protect confidentiality.
We believe that this partnership will improve efficiency and effectiveness of our data reporting.
The key changes to our data reporting process is the online functionality to submit and access data.
These changes were made effective from 1 December 2020. It is important that you familiarise yourself with the new process to ensure you continue to receive these industry insights.
Policies and Governance
The AFIA Data Governance and Privacy
Policy – effective as of 21 September 2020 - covers how we collect, use, share, process and store the data that you provide to us. The Data Governance and Privacy Policy
seeks to ensure that personal information provided by our members is handled in a way that is compliant, ethical and adheres to industry best practice. The Charter sets AFIA’ s data governance.
Same Data, New Templates
Our new templates capture the same data you have provided in the past – there is no change to
the data we are collecting.
The new templates have been designed to improve the efficiency of AFIA's data collection process.
Below are links to the new AFIA data templates:
Please submit your data by the 15th of each month.
Using the Data Portal
Thank you to those who joined us for the AFIA data reporting process training with Perpetual. We hope you found the session helpful and are can recognise the value in this new
process for you. You can view a recording of the training here:
Training with Perpetual Video
Training slides
Data Queries
For all data queries, please email data@afia.asn.au.
Make sure you have given us your mobile phone number – we cannot give you access without it.
Perpetual will notify you of your login details via sms. Once you have received this please go to https://rmrt.com.au/ to login.
The portal https://rmrt.com.au/ will open this week.
Initially, the portal will only be open for data submissions. Report access via the portal will be available by 30 December.
Please submit data by the 15th of each month. If for any reason there is a query for the data you have submitted, you will hear from us within 5 business days.
When uploading your file, a message will appear on your screen confirming it has been uploaded.
AFIA will validate your data and if for any reason there is a query for the data you have submitted, you will hear from us within 5 business days.
Data reports will be available by the end of the month, e.g. November data will be submitted by 15 December and reports will be available by 31 December.
Email data@afia.asn.au with the name of the organisation, the contact’s full name, email address and mobile number.
Australian Finance Industry Association Limited | ABN 13 000 493 907
© All content is the copyright of AFIA | AFIA Privacy
Policy
ABN 13 000 493 907 | L11 130 Pitt Street Sydney NSW 2000
