Build your Exchange
From an existing document, a cloned template, or a blank slate.
REG EXCHANGES FEATURE:
Templates & Forms
Build once. Send to anyone.
You are still rebuilding the same forms, contracts and questionnaires every time a new counterparty needs one. Templates & Forms lets you digitise what you already use, or build from scratch, then send it to one counterparty or a million without any change in cost or effort.
Every document, built for reuse.
Templates & Forms turns your existing due diligence packs, contracts and questionnaires into reusable digital assets. Build them once, populate them automatically with verified REG Network data, and send them to as many counterparties as the job requires. What used to be a manual rebuild every time becomes a library you draw from.
Why Compliance and Onboarding Teams Use It
-
Self-Build Smart Documents in Minutes
Digitise the forms, contracts and questionnaires you already rely on, or start from a blank template and build your own. Every document supports secure digital signatures, so completion happens inside the same workflow, not across separate email threads and PDF attachments.
-
Populate Documents with Verified Network Data
Pull single point of truth data straight from REG Network into your templates. Counterparties spend less time re-entering information you already hold, Exchanges complete faster, and the data behind every document stays current rather than going stale between reviews.
-
Send to One Counterparty or a Million
Exchange the same template with a single counterparty or your entire network, all managed through one dashboard. Cost, speed and effort stay the same whether you are onboarding one broker or running a portfolio-wide refresh.
How It Works
Integrate REG data
To pre-populate fields and cut down what your counterparty has to fill in themselves.
Select your audience
From your existing REG Network connections, or search for businesses worldwide.
Set your parameters
Including completion deadlines, reminders and signature requests.
Send the Exchange
To your chosen audience, however large.
Track it to completion
Through live dashboards and notifications, so nothing sits waiting for a follow-up you forgot to send.
Built on Real-Time Coverage, Verified Sources and Automation
Templates & Forms also supports the wider governance work behind Consumer Duty and Fair Value oversight, since every document you send and every response you collect is stored centrally and available for audit. For a closer look at how REG supports that work specifically, see REG Exchanges Chains.
Frequently Asked Questions (FAQs)
Can I use my existing forms and contracts, or do I have to start from scratch?
You can upload and digitise the documents you already use, clone an existing template or start from a blank slate. Most teams begin by digitising what they already have.
Does this replace the need for legal review of contracts?
No. Templates & Forms manages the building, sending and completion of documents. It does not replace legal sign-off on contract terms, which remains your responsibility.
How does data from REG Network get into my documents?
Fields can be populated directly from verified REG Network data, reducing how much your counterparty has to enter manually and keeping the information behind each document current.
Is there a limit to how many counterparties I can send a template to?
No. You can exchange a template with a single counterparty or your entire network through the same dashboard, at the same cost and speed.
Do counterparties need a REG Network account to complete a document?
No. Counterparties can receive, complete and sign Exchanges without needing a full REG Network subscription.
Can I track whether a counterparty has opened or completed a document?
Yes. Every Exchange is tracked through dashboards and notifications, so you can see exactly where each one stands without chasing manually.
Does this support digital signatures?
Yes. Secure digital signatures are built into the workflow, so documents can be completed and signed without leaving the platform.