Event Reporting - Pricing Errors, Breaches, Errors and Complaints Reporting Form


@if(isset($clientname)) @else @endif @if(isset($fundname)) @else @endif
Report Details
Client Name {{$clientname}}
Cell/Sub-Fund Name {{$fundname}}
Nature of Report {{$data->nature_of_report}}
If Other, please detail: {{$data->if_other_detail}}
Date of Occurence {{ \Carbon\Carbon::parse($data->date_of_occurence)->format('d-m-Y')}}
Date Identified by EPIC {{ \Carbon\Carbon::parse($data->date_identified_epea)->format('d-m-Y')}}
How Identified {{$data->how_identified}} {{$data->how_identified_text}}
Matter Detail {{$data->matter_detail}}
Matter Detail
Matter Detail {{$data->matter_detail_text}} {{$data->matter_detail}}
Initial Details
Initial Summary: (i.e. what should have happened but didn't?) GIVE ALL DETAIL, SUCH AS DEAL NUMBERS, VALUE DATES, TRADE DATES, VALUATION DATES APPLICABLE TO THE BREACH) {{$data->initial_summary}}
What element of the procedure was not followed? {{$data->element_of_procedure_not_followed}}
Who is impacted? (e.g. name of shareholder or client etc) {{$data->who_impacted}}
What was the effect of the breach / error / complaint / incident? {{$data->effect_of_breach}}
Who was involved? (team and individual staff members involved, indicating whether preparer or 4-eyes checker etc) @foreach($invovledNameArray as $key => $value)
@endforeach
@foreach($invovledTitleArray as $key => $value)
@endforeach
Has the matter given rise to a complaints as well ? {{$data->has_matter_given_rise_to_complaints}} {{$data->has_matter_given_rise_to_complaints_text}}
Complaints
Name of Complaint {{$data->name_of_complaint}}
Capacity in which complaint is made {{$data->capacity_in_complaint_made}}
Team and or Member of Staff complaint about {{$data->team_complaint_about}}
Summary of Complaint {{$data->summary_complaint}}
Pricing Error
Pricing Error
Pricing Error ? {{$data->pricing_error}}
Percentage of Pricing Error {{$data->percentage_pricing_error}}
PE Threshold {{$data->pe_threshold}}
{{--@if(isset($data->sel_monetary_loss)) @endif @if(isset($data->sel_monetary_loss) && $data->sel_monetary_loss == 'Yes') @endif --}}
Monetary Loss
If there is a monetary loss ? {{$data->sel_monetary_loss}}
Is it likely that this matter will result in monetary loss to
to_client)) style="display:block" @else style="display:none" @endif>
to_investor)) style="display:block" @else style="display:none" @endif>
to_epea)) style="display:block" @else style="display:none" @endif>
Who will be paying either EPIC or the client? @if(!empty($data->ml_paying_epic)) EPIC @endif @if(!empty($data->ml_paying_client)) Client @endif
Is it likely that this matter will result in monetary loss to
The client? {{$data->ml_client}} How {{$data->to_client}}
The investor? {{$data->ml_investor}} How {{$data->to_investor}}
EPIC? {{$data->ml_epea}} How {{$data->to_epea}}
{{-- --}}
Data Protection Breach
Does this matter include any loss or wrongful transmission of personal data to a third party? {{$data->any_loss_personal_data}}
DP Breach Required ? {{$data->dp_breach_required}}
PE Threshold {{$data->pe_threshold}}
{{-- --}}
Sign off
Name of Person Reporting {{$reportperson}}
Date {{ \Carbon\Carbon::parse($data->date_reporting)->format('d-m-Y')}}
Name of Person Authorizing Report {{$authorisingname}}
Date {{$data->date_authorising}}