Sylvia Bird
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Recent activity by Sylvia Bird-
What is changing in the CT Plan Policies?
The new CT Plan Policies replace the existing CTA and UTP Plan Policies, with a number of modifications designed to improve clarity and simplify administration.A single policy answers every licensi...
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Is there a transition period or grace period?
Your existing CTA and UTP agreements remain in effect until the transition, and the March 2027 execution deadline is set to give firms that window to complete signing.After the Operative Date, the ...
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What happens if my firm does not complete the new agreements before March 2027?
Access to CT Data under the CT Plan is licensed through the new Agreements. A firm that has not executed the applicable Data Usage Agreement or Distribution Agreement before March 2027 will not be ...
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Will there be webinars, training sessions or office hours?
Yes. Webinars, training sessions and office hours are planned to support firms through the transition. Details will be published at consolidatedtape.com — add info@consolidatedtape.com to your safe...
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Where can I find the new CT Plan agreements?
All of the new Agreements are public and available at consolidatedtape.com/agreements. This includes the Data Usage Agreement and the Distribution Agreement, each covering Tapes A, B and C.
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What is changing for usage reporting under the CT Plan?
There will be a new reporting portal where you submit all reporting for Tapes A, B and C in one place.Supported file formats: VRXML, VARS and Excel. There may be slight format differences compared ...
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Will my firm's information be migrated from the legacy CTA and UTP Plans?
Yes — you will not need to set everything up from scratch.Existing Data Licenses for Tapes A, B and C can be licensed with DataCT simply by confirming that you intend to continue with them.Your Dat...
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How will my billing and payment change under the CT Plan?
From the Operative Date, your US Consolidated Tape invoice is issued by DataCT LLC as a single invoice covering Tapes A, B and C, replacing separate CTA and UTP billing. New bank information will b...
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Does the CT Plan transition require any technology changes?
No. No technology changes are required.There are no associated changes to the Securities Information Processors (SIPs) operated by SIAC and Nasdaq, or to the CTS, CQS, UTDF and UQDF systems they op...
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What should existing customers do now to prepare?
Five steps to take ahead of the transition:Add info@consolidatedtape.com to your safe sender list so you receive future communications.Register your organization at consolidatedtape.com from Septem...