How do I add an ICT third-party provider?

Create the provider record that everything else hangs from, and record an identifier the authority can match against the GLEIF register.

  1. 1

    Open Third Parties in the left navigation and choose Add provider.

    You should see: A dialog titled Add ICT third-party.

  2. 2

    Enter the Legal name exactly as it appears on the contract, and choose a Type.

    The legal name, not the trading name. Two entities in a group often trade under one brand, and the register has to name the one you contracted with.

  3. 3

    Enter the LEI if the provider has one.

    You should see: Twenty characters. The last two are a checksum and are checked.

    If they have no LEI, leave it blank and record an alternative identifier instead - a register entry with neither cannot be filed, and the validation screen will say so.

  4. 4

    Choose Add provider.

Worth knowing

The LEI matters more than it looks. It is a primary key in two of the filed tables, so an LEI belonging to a different firm does not produce a warning somewhere - it names the wrong counterparty in your submission.

Once the provider is saved, open it and use Check with GLEIF. The check digits prove the LEI is well formed; only GLEIF can say it belongs to this firm. Roughly one in ninety-seven single-character typos produces another valid LEI, and that one belongs to somebody.

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