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 Bookstore and Online 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


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ISDA Initial Margin Documentation: Documentation Structure


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Specific topics in the IM documents:

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


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


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


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ISDA Initial Margin Documentation: Rights & Remedies


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New forms of Collateral Transfer Agreement and Security Agreement:

ISDA Initial Margin Documentation: Overview of Euroclear & Clearstream Documentation


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

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