Sylvia Bird
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Recent activity by Sylvia Bird-
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...
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What is changing for customers under the CT Plan?
Customers move from two administrators, two policy sets, two portals and two audit programs to a single framework covering Tapes A, B and C:One Administrator — DataCT LLCOne policy set, one portal ...
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When does the CT Plan take effect? Key dates for customers
The Operative Date is currently planned for April 1, 2027. On that date the CT Plan Policies supersede the legacy CTA and UTP policies, and the new CT Plan Fee Schedule takes effect.Dates to plan a...
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Why is the CT Plan replacing the CTA and UTP Plans?
The change is required by the SEC. In May 2020 the SEC adopted the Governance Order (SEC Release No. 34-88827), directing the US National Market System exchanges and FINRA to file a single new nati...
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What is the CT Plan and the US Consolidated Tape?
The US Consolidated Tape™ provides real-time consolidated market data for all US National Market System (NMS) stocks across Tapes A, B and C.The CT Plan is the new national market system plan, mand...