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This section provides prospective firms with jurisdiction specific requirements and guidance on how to become Global Trade Repository clients. This includes:

  • Onboarding documentation & legal essentials

  • Onboarding tutorials for both asset managers and non-asset managers

  • Access Coordinator guides and instructional videos

  • Detailed information on connectivity options for trade submission

USA / Canada (DDR) Onboarding

Europe (DDRL) Onboarding

Singapore / Australia (DDRS) Onboarding

Hong Kong (DDRL) Onboarding

Japan (DDRJ) Onboarding


  • spreadsheet
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    GTR MQ Request Form

    This form is used to request for any new and update of MQ connections for the GTR Service. ...
    In GTR Connectivity Forms Downloads: 81

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    GTR and RH sFTP Connectivity Data Request Form

    This form must be used to request for any new and update of sFTP connections and/or reports for the ...
    In GTR Connectivity Forms Downloads: 557

  • archive
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    GTR and RH sFTP Connectivity Starter Pack

    This pack is meant for new clients or existing clients wanting to create a new sFTP connection into ...
    In GTR Connectivity Forms Downloads: 327

  • pdf
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    MyDTCC User's Guide

    This document describes how to set up preferences on MyDTCC for GTR portals. ...
    In Manage Services Downloads: 337

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    MyDTCC - Features Guide

    This document contains information current and upcoming features for MyDTCC ...
    In Manage Services Downloads: 249

  • spreadsheet
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    TIW Connectivity Data Request Form

    This form must be used to request any new and update of sFTP connections and/or reports for the TIW ...
    In GTR Connectivity Forms Downloads: 44

  • spreadsheet
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    CDS Kinetics Connectivity Data Request Form

    This form will need to be used to request for any new and update of sFTP connections and/or reports ...
    In GTR Connectivity Forms Downloads: 148

  • pdf
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    RDS sFTP Support Guide (Distributed)


  • pdf
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    GTR - Explicit Permissioning: Frequently Asked Questions

    This document contains answers to the most frequently asked questions regarding the GTR's self-servi ...
    In Manage Services Downloads: 6118

  • pdf
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    GTR Manage Services Awareness Session - DDR

    GTR Manage Services Awareness Session for the CFTC, SEC, and Canadian reporting services. ...
    In Manage Services Downloads: 273

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    DDRJ Onboarding Pack

    This form must be completed when onboarding with DDRJ for JFSA reporting to the Global Trade Reposit ...
    In Japan (DDRJ) Downloads: 1185

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    DDR Onboarding Pack

    This form must be completed when onboarding with DDR for CFTC or Canada reporting to the Global Trad ...
    In USA / Canada (DDR) Downloads: 3618

  • archive
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    DDRL HKMA Onboarding Pack

    This form must be completed when onboarding with DDRL for HKMA reporting to the Global Trade Reposit ...
    In Hong Kong (DDRL) Downloads: 1254

  • archive
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    DDRS Onboarding pack

    This form must be completed when onboarding with DDRS for MAS / ASIC reporting to the Global Trade R ...
    In Singapore / Australia (DDRS) Downloads: 2545

  • archive
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    DDRS Onboarding Pack-Singapore

    This form must be completed when onboarding with DDRS for MAS / ASIC reporting to the Global Trade R ...
    In Singapore / Australia (DDRS) Downloads: 1092

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    Manage Services Online Help


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    DDRS Onboarding Pack-Asset Managers-Singapore

    This is a new onboarding pack specifically for clients whose contract qualifies as “traded in ...
    In Singapore / Australia (DDRS) Downloads: 1059

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    Onboarding Pack -Third Party Autoroute Requests

    This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. ...
    In Singapore / Australia (DDRS) Downloads: 1044

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    Onboarding Pack -Third Party Autoroute Requests

    This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. ...
    In Hong Kong (DDRL) Downloads: 908

  • archive
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    Onboarding Pack -Third Party Autoroute Requests

    This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. ...
    In Japan (DDRJ) Downloads: 904

  • archive
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    Onboarding Pack -Third Party Autoroute Requests

    This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. ...
    In USA / Canada (DDR) Downloads: 1060

  • pdf
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    SFTR Introductory Service Onboarding Guide

    This document provides step by step guidance for Onboarding to the GTR SFTR Introductory Service. ...
    In SFTR Introductory Service Downloads: 635

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    SMART Fee Guide


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    GTR Mainframe Leased Line NDM Connections Guide


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    DDRS Third Party Onboarding Pack

    This is the Onboarding pack specifically for the entities whose onboarding as Third Party Service Pr ...
    In Singapore / Australia (DDRS) Downloads: 743

  • pdf
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    GTR Mainframe Open Internet sFTP Connections Guide


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    GTR Mainframe Leased Line sFTP Connections Guide


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    Client Authorisation Request Form

    This form must be completed if you are a new user and wish to make a change to an existing connectiv ...
    In GTR Connectivity Forms Downloads: 1598

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    DDR Onboarding Pack ASSET MANAGERS

    USA (CFTC) only. OTC Core only. Cross-asset. ZIP of XLS and Word docs. User agreements and other for ...
    In USA / Canada (DDR) Downloads: 1515

  • spreadsheet
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    DTCC SMART Service Connection Form


  • spreadsheet
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    DataTrak Header and Trailer Checker


  • pdf
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    Certificate Authority Signed X509 Client Instruction Guide


  • document
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    Agent Lender Submission Fees Opt in Opt out

    This document is to allow agent lender clients to opt in or out of paying their clients' SFTR report ...
    In DDRL SFTR Downloads: 639

  • pdf
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    MQ Standards Guide


  • pdf
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    SAC sFTP Request Form


  • spreadsheet
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    DTCC SMART Service Bandwidth Update Form


  • spreadsheet
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    DTCC SMART Service Disconnection Form


  • archive
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    TR Portability Form

    This zip file contains TR Portability Form. ...
    In EMIR Onboarding Downloads: 1048

  • archive
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    Mandatory Delegated Reporting

    EMIR Refit - Mandatory Delegated Forms - including: Light onboarding form, Light Offboarding form, F ...
    In EMIR Onboarding Downloads: 1435

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    GTR Super Access Coordinator (SAC) Provisioning Guide


  • archive
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    DDRS Onboarding Pack ASSET MANAGERS

    DDRS User agreements and other forms for use with onboarding asset managers. Version 0.1. ...
    In Singapore / Australia (DDRS) Downloads: 1931

  • archive
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    DDRL HKMA Onboarding Pack (ASSET MANAGERS)

    DDRL HKMA. User agreements and other onboarding forms, documents and guidance for Asset Managers. Ve ...
    In Hong Kong (DDRL) Downloads: 842

  • pdf
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    Manage Services: Permissioning a Single User to Access Manage Services


  • pdf
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    Manage Services: Creating a New User in CRS


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    Onboarding Pack - Participant Autoroute Requests

    Version 5.0. The DataTrak/Autoroute form is designed with a DataTrak Input tab, and three (3) Autoro ...
    In Singapore / Australia (DDRS) Downloads: 661

  • archive
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    Onboarding Pack - Participant Autoroute Requests

    Version 5.0. The DataTrak/Autoroute form is designed with a DataTrak Input tab, and three (3) Autoro ...
    In Hong Kong (DDRL) Downloads: 640

  • archive
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    Onboarding Pack - Participant Autoroute Requests

    Version 5.0. The DataTrak/Autoroute form is designed with a DataTrak Input tab, and three (3) Autoro ...
    In Japan (DDRJ) Downloads: 647

  • archive
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    Onboarding Pack - Participant Autoroute Requests

    Version 5.0. The DataTrak/Autoroute form is designed with a DataTrak Input tab, and three (3) Autoro ...
    In USA / Canada (DDR) Downloads: 668

  • pdf
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    GTR – APAC Portal SAC Job Aid: Single User


  • pdf
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    GTR – EMIR Portal SAC Job Aid: Single User


  • pdf
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    GTR – EMIR Portal SAC Job Aid: Multiple Users


  • pdf
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    GTR – APAC Portal SAC Job Aid: Multiple Users


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