Financial Modelling and Conversion Team Service System

I am:

Refinitiv Client
Refinitiv Employee

Client's e-mail address*

Please check this box if FMC can contact the end-user directly
for any clarification and share the completed file

Client's telephone number

Target Platform*:

Refinitiv Workspace
Refinitiv Eikon for Microsoft Office
Datastream for Office (DFO)
Datastream Charting
Thomson One Wealth
Product NOT SPECIFIED, other

Option*

With DFO 3.0
Without DFO

DFO version*

How to check version DFO 2.0
DFO 2.1
DFO 3.0

AFO version*

How to check version AFO 4.0
AFO 5.0
AFO 5.1

Service Pack*

Service Pack version*

a
b

As Refinitiv employee please fill in additional information.

Financial Segment*:

Client CC number
(e.g. US54377)

Estimated annual revenue attached
(USD, Annually per organisation)

Trust opportunity Number

If you will not provide a valid number your request will be assigned to Low Priority

Additional internal notes

NOTE: This informations will be only visible to consultancy team.

Chart customization required?

Default
Customized
No charts will be migrated

The migration may be performed faster if customization is not required. Comparison of default and custom chart

Please choose product from which files should be converted.

Please choose the product to which your files will be converted.

Eikon 4 - Thomson Reuters Eikon for Microsoft office (TREMO)	Eikon 3 - Thomson Reuters Eikon Excel	Datastream for Office (DFO)	Datastream Advance for Office (AFO)	Datastream Charting
Thomson Reuters for Microsoft office (TRMSO)	Thomson Reuters Spreadsheet Link (TRSL)	Thomson One Wealth	Product NOT SPECIFIED, other

New Build or template	Thomson Reuters for Microsoft office (TRMSO)	Thomson Reuters Spreadsheet Link (TRSL)	T1A - Thomson One Analytics	T1E - Thomson One Equity
T1B - Thomson One Banker	RLMO - Reuters Knowledge	Baseline	EIKON 3 - Thomson Reuters Eikon Excel	EIKON 4 - Thomson Reuters Eikon For Microsoft office (TREMO)
Starmine Excel	Advance for Office (AFO)	Datastream for Office (DFO)	Datastream WINDOWS
Product NOT SPECIFIED, other

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Client Engagement Questionnaire

New Build or template

Thomson Reuters for Microsoft office (TRMSO)

Thomson Reuters Spreadsheet Link (TRSL)

T1A - Thomson One Analytics

T1E - Thomson One Equity

T1B - Thomson One Banker

RLMO - Reuters Knowledge

Baseline

EIKON 3 - Thomson Reuters Eikon Excel

EIKON 4 - Thomson Reuters Eikon For Microsoft office (TREMO)

Starmine Excel

Advance for Office (AFO)

Datastream for Office (DFO)

Datastream WINDOWS

Product NOT SPECIFIED, other

Eikon 4 - Thomson Reuters Eikon for Microsoft office (TREMO)

Eikon 3 - Thomson Reuters Eikon Excel

Datastream for Office (DFO)

Datastream Advance for Office (AFO)

Datastream Charting

Thomson Reuters for Microsoft office (TRMSO)

Thomson Reuters Spreadsheet Link (TRSL)

Thomson One Wealth

Product NOT SPECIFIED, other

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