In addition to the special reporting tools, supplementary information on creation supervisory reporting from insurance undertakings, insurance groups, financial conglomerates and small mutual associations can be found on this page.
The Incoming Platform can be accessed here.
To ensure legally effective submission, please consult this announcement (in German only).
Insurance undertakings and groups
A summary of the reporting deadlines can be found in the following documents (in German only):
You can find an overview of the previous taxonomies used in relation to individual reporting items here. Validation rules have been implements to ensure necessary data quality. Furthermore Cross Report Checks have been defined, for verifying the national reporting against the Solvency II Reporting.
pan-European Personal Pension Product (PEPP)
Regulation (EU) 2019/1238 lays down uniform rules on the registration, manufacturing, distribution and supervision of personal pension products that are distributed in the Union under the designation ‘pan-European Personal Pension product’ (PEPP).
Below you can find information about the national taxonomy, that must be observed for the registration, amendment or deregistration of a PEPP.
An overview of the previous national taxonomies can be found here.
The valid taxonomy documents in XBRL format regarding the PEPP Key Information Document (PEPP KID) can be found on the EIOPA website.
Furthermore, when submitting the necessary documents for the registering, modifying, or deregistering a PEPP via the Incoming Platform it is essential that the PEPP naming convention is observed.
The annual quantitative reporting is integrated into the Solvency II Reporting regarding the reporting by insurance undertakings. Insurance undertakings that are also PEPP providers, can therefore find the information regarding the annual quantitative reporting pursuant to Article 13 para. 3 of the PEPP-Vollzugsgesetz on this webpage in the section on Insurance Undertakings and Groups under the point on Solvency II Reporting.
A summary of the reporting deadlines during the 2022 calendar year can be found in the following document: Reporting Deadlines during the 2022 Calendar Year with fixed deadlines for financial conglomerates
Small mutual insurance associations (kleine Versicherungsvereine);
The XML file that is created using the reporting tool, must be submitted to the FMA via the Incoming Platform. Furthermore, the Business Templates provide an overview of all the templates. Other reporting obligations (notifications etc.) are also to be submitted to the FMA via the Incoming Platform.