This document summarizes key steps that firms coming into scope of the regulatory IM requirements in 2019 and 2020 need to take regardless of whether they may be able to delay documentation, custodial or operational requirements because one or more of their relationships does not exceed the allowable IM exchange threshold.
You may also be interested in:
ISDA Symposium® – Phase 4, Phase 5 and the Future of Initial Margin (IM) Documentation
IM Requirements, ISDA Documents & Streamlined IM Negotiation
Wednesday, June 12, 2019
New York
Documents (1) for Compliance with IM Regulatory Requirements under the IM Threshold
Latest
Response to CPMI-IOSCO Margin Proposals
On June 29, ISDA submitted a response to a consultation from the Committee on Payments and Market Infrastructures (CPMI) and the International Organization of Securities Commissions (IOSCO) on updated guidance and public quantitative disclosures to implement the 2025 margin proposals....
US Treasury Repo Clearing Indicators May 2026
The ISDA-Actrix US Treasury Repo Market Clearing Indicators illustrate central clearing adoption in the US Treasury repo market. Sponsored cleared repo volumes are used as a proxy to monitor client participation in central clearing, the key objective of the Securities...
ISDA, FIA, GFMA, CMC, CMCE Respond to IOSCO on Best Practices for OTC Commodity Derivatives
ISDA, FIA, the Global Financial Markets Association (GFMA), the Commodity Markets Council (CMC) and the Commodity Markets Council Europe (CMCE), have responded to the International Organization of Securities Commissions' (IOSCO) consultation report on best practices for over-the-counter (OTC) commodity derivatives...
Joint Response to 2026 US G-SIB Surcharge Proposal
On June 18, ISDA, the Securities Industry and Financial Markets Association and the Institute of International Finance submitted a joint response to US agencies on proposed changes to the surcharge for global systemically important banks (G-SIBs). The associations welcome the...