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Links:
- UMR By The Numbers
- AANA Calculation Periods and Compliance Dates
- GRID Notional and Tenor Survey Results
- AANA Self-Disclosure Letter and Answer Sheet (via ISDA Library)
- Multi-lateral Self-Disclosure
- ISDA U.S Self Disclosure Letter (including re: CFTC, PR and SEC margin requirements)
- Getting Ready for Initial Margin: The Steps to Take
- ISDA UMR In-Scope Products Chart
- Equivalence Determinations for Non-Cleared Margin Requirements
- Where to Begin — Guide to Initial Margin Documentation
- User’s Guide to ISDA 2018 & 2019 Regulatory Initial Margin Documentation (in ISDA Library)
- Summary of ISDA Initial Margin Documentation
- Compliance Steps Post BCBS IOSCO Recommendations
- Uncleared Margin Rules Implementation Project Checklist and Controls
- ISDA Non-Cleared Margin Podcast: Margin Approaches – The Relationship Between Independent Amount and Regulatory Initial Margin
- Margin Approaches — The Relationship between Independent Amount and Regulatory IM
- Consensus List for Operational Implementation of Uncleared Margin Risk Monitoring
- Trade Life Cycle Events Guidance
- ISDA / Clifford Chance Briefing: Beyond Brexit: EU vs UK Margin Rules for OTC Derivatives
- Third Party and Triparty Onboarding and KYC Checklists
- IM Phase 5 and 6 Estimates
Latest
Paper on Proposal 6 on Margin Transparency
On November 16, ISDA published a document that looked at proposal 6 in the final Basel Committee on Banking Supervision (BCBS), Committee on Payments and Market Infrastructures (CPMI) and International Organization of Securities Commissions (IOSCO) report on margin transparency. Proposal...
Tender Issued for DC Administrator Role
ISDA and the Credit Derivatives Governance Committee have issued an invitation to tender for an independent regulated entity to serve as the administrator for the Credit Derivatives Determinations Committees (DCs), which includes assuming the role of DC secretary. The DC...
ISDA SIMM: The Standard for IM Calculations
The ISDA Standard Initial Margin Model (ISDA SIMM) plays an important role in ensuring margin calculations are consistent, transparent and aligned with global best practices and regulatory requirements. Since its launch in 2016, the model has been rigorously tested, regularly...
ISDA In Review – October 2025
A compendium of links to new documents, research papers, press releases and comment letters published by ISDA in October 2025.