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In forceInvestment firms: supervisory metrics and conduct returns (national)Last checked 11 November 2026

Investments product template, MiFID firms (IPT)

A regulatory return listed by the Central Bank of Ireland (CBI), Ireland.

Gathers information on the financial instruments and products, MiFID and non-MiFID, that the firm sold to retail clients in the reporting year, and on sustainability-related (SFDR) matters for professional and retail clients. It is not a client assets questionnaire. Source

Official title: Investments Product Template Version 2

The facts

Who files
All MiFID investment firms and branches established in Ireland by firms authorised in another Member State providing services in the State under the MiFID Regulations. Firms with no retail sales submit with the sections left blank. Source
How often
Annually; the reporting date is 31 December. Source
Deadline
By the last working day of March in the following year. Source
Format
Excel. A structured Excel template uploaded on the Central Bank Portal under the Consumer Protection heading; the Return Status on the Cover tab must read Valid before upload. Values in full euro, not thousands. Source
How it is filed
Filing routes recorded for the CBI: Central Bank of Ireland Portal (formerly the Online Reporting System, ONR); MiFIR transaction reporting Machine to Machine channel; Online Reporting System (ONR), now linked as 'Credit Union Auditor Reporting'; Email to the Central Bank. See how firms file with the CBI.
Status
In force
Group
Investment firms: supervisory metrics and conduct returns (national)

Templates (2)

The tables and forms inside the return. Plain name first, the CBI's code in brackets.

  • Main products template (Main Products Template 1.0)
  • Sustainable finance disclosures (SFDR) (SFDR)

Data tabs named in the Investments Product Template Version 2 guidance (January 2026); the template also has Cover and Rule Validation tabs. The template file itself was not found on the pages checked. Source

Validation rules

No published validation rules were found for this return. The template has a Rule Validation tab that shows rule breaks, but the template was not found on the pages checked. Source

Public data

No published data from this return was found. No data from this return published by the Central Bank was found on the pages checked. Source

Official documents (3)

The CBI's own files, with the size and SHA-256 fingerprint of each as downloaded on 11 November 2026, so anyone can tell whether a copy is the same version.

  • MiFID Requirements

    Guidance · HTML

    MiFID firm requirements, the link to the list of returns, IFR reporting, reporting guidance, and MiFIR transaction reporting arrangements. The Returns Guidance link .../mifid-firms/reporting-requirements redirects here.

  • Reporting Requirements for MiFID Investment Firms

    List of returns · XLSX · 32.5 KB

    Every return for MiFID firms: name, guidance, frequency and deadline, and whether it applies to Class 1 (transitional), Class 1 minus, Class 2 and Class 3 firms.

    SHA-256 474f650917fcshow in full474f650917fc94cf87a956d006abeea96fa5384303d2f86aca577ad2c4798653
  • Investments Product Template V2 - Guidance Note

    Instructions · PDF · 339.5 KB · January 2026

    SHA-256 74c15af003c5show in full74c15af003c5ba2a714823a9dbd4acecf0f46cf8e2b65b5513adf5767b9af2a4

Sources

Every page and document this return's facts were read from.

Knowing exactly what is collected, in what format and under which rules is the first step to real-time supervision. Line4 builds SupTech software for financial regulators that runs checks like these as each return arrives.

Line4's text and records here are free to reuse under CC BY 4.0. Please credit: “Source: Line4 regulatory submissions library (CC BY 4.0), https://www.line4.ai”. The regulators' documents, forms, taxonomies, rules and data belong to them: see CBI's reuse terms. This describes what regulators publish. It is not legal or regulatory advice: always rely on the regulator's own text.

Contains Irish Public Sector Information from the Central Bank of Ireland (https://www.centralbank.ie), copyright Central Bank of Ireland, re-used under the Bank's licence for re-use of public sector information (https://www.centralbank.ie/fns/re-use-of-public-sector-information). This library summarises it in plain English and links the originals; the Central Bank of Ireland does not endorse this library.

Last checked 11 November 2026.