Are you Ready for May 1? Complying with the CFTC’s External Business Conduct Rules

By May 1, all counterparties must have provided their registered Swap Dealers with legal classifications and representations to allow the Swap Dealers to comply with the CFTC’s External Business Conduct Rule (EBCR). After the EBCR deadline, Swap Dealers will only continue offering and executing swaps with in-scope counterparties who have provided the necessary information for compliance. ISDA has developed a standard documentation solution to ease some of the operational burdens of the process, and has partnered with Markit to provide an online tool for compliance. This webinar addresses: (1) Applying for a CICI number from DTCC; (2) Adhering to the August 2012 D-F Protocol through ISDA’s Protocol Management website; and (3) Completing the client questionnaire either via the ISDA Amend utility or another delivery mechanism.

 

Six Weeks To Go – Are you Ready? Complying with the CFTC’s External Business Conduct Rules

Scott O’Malia Opening Remarks

ISDA Derivatives Trading and Treasury Forum London, September 30, 2026 Opening Remarks Scott O’Malia ISDA Chief Executive   Good morning, and welcome to the ISDA Derivatives Trading and Treasury Forum. Thanks for joining us today, and a big thank you...

Pursuing Efficiencies of Tokenization

As we mark the 10-year anniversary of the ISDA Standard Initial Margin Model (ISDA SIMM), which was launched in September 2016 to coincide with the first phase of initial margin (IM) requirements for non-cleared derivatives, we’ve been reflecting on its...