ISDA Initial Margin Documentation Webinar Series

ISDA developed a series of short webinars related to the initial margin (IM) documents published in late 2018 and 2019, which can be accessed in the ISDA Library.

The webinars are designed to introduce the new IM documentation and provide an introduction to key provisions in the new documents. Each webinar focuses on a different aspect of the documents and has been designed to be freestanding, so you can view one-off topics of interest in a short amount of time, or review the entire series to gain a more general overview. We hope these will provide a useful introduction to those who are looking to understand the different documentation options available in this space.

These webinars are intended to provide a basic introduction to the topics described below.  If you are interested in more in-depth information with respect to these topics, ISDA also offers seminars and conferences on these and other topics.  Please see the ‘Events’ page for more information.

Please contact ISDALegal@isda.org with any questions related to these webinars or the ISDA IM documentation.

General background and review of new documentation structure:

ISDA Initial Margin Documentation: Overview of New Initial Margin Documentation


  • If you can’t access the YouTube video above, please click here (best viewed in Chrome).

 

ISDA Initial Margin Documentation: Documentation Structure


  • If you can’t access the YouTube video above, please click here (best viewed in Chrome).

 

Specific topics in the IM documents:

ISDA Initial Margin Documentation: Custodian Risk & Relationship with Account Control Agreement


  • If you can’t access the YouTube video above, please click here (best viewed in Chrome).

 

ISDA Initial Margin Documentation: Regime Table & “Strictest of” Rules


  • If you can’t access the YouTube video above, please click here (best viewed in Chrome).

 

ISDA Initial Margin Documentation: Regulatory Initial Margin & Non-Regulatory Initial Amount


  • If you can’t access the YouTube video above, please click here (best viewed in Chrome).

 

ISDA Initial Margin Documentation: Rights & Remedies


  • If you can’t access the YouTube video above, please click here (best viewed in Chrome).

 

New forms of Collateral Transfer Agreement and Security Agreement:

ISDA Initial Margin Documentation: Overview of Euroclear & Clearstream Documentation


  • If you can’t access the YouTube video above, please click here (best viewed in Chrome).

 

ISDA Initial Margin Documentation: Overview of Bank Custodian Collateral Transfer Agreement & Security Agreement

  • If you can’t access the YouTube video above, please click here (best viewed in Chrome).

Joint Response to ETS Review

On November 2, ISDA and the Association for Financial Markets in Europe submitted a joint statement on the European Commission’s call for feedback on the review of the EU Emissions Trading System (ETS). The response highlights the importance of a...

Moving Regulatory Reporting up a Gear with AI

The aim of derivatives regulatory reporting is to improve transparency so regulators can monitor market activity and identify emerging risks. Although reporting rules and subsequent updates have resulted in improvements, they haven’t achieved fully consistent outcomes, leading to implementation and...