DISCLAIMER: Links to third-party materials (“Third-Party Content”) are provided for general information purposes only and were not created by ISDA. Your use of any of the Third-Party Content is at your own risk, and does not constitute legal or professional advice. By accessing any of the links hereunder you agree that such Third-Party Content does not constitute a recommendation by, or opinion of, ISDA. You acknowledge that the Third-Party Content provided to you is obtained from sources believed to be reliable, but that no guarantee is made by ISDA or the providers of the Third-Party Content as to its accuracy, completeness or fitness for any purpose. You agree not to hold ISDA or any provider of the Third-Party Content liable for any use of, or reliance on, the Third-Party Content, or any liability that may arise due to delays or interruptions in the delivery of the Third-Party Content for any reason.
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
US Treasury Repo Clearing Indicators August 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, a key objective of the Securities...
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...
2026 ISDA Canada Conference Opening Remarks
2026 ISDA Canada Conference Toronto, September 24, 2026 Opening Remarks Katherine Tew Darras ISDA General Counsel Good morning and welcome to the 2026 ISDA Canada Conference. Thank you for joining us today and thanks to our sponsor, Osler, Hoskin...
Transition to Mandatory Central Clearing
US Treasury securities sit at the heart of global financial markets and serve as one of the primary forms of high-quality collateral across derivatives and securities financing markets. The transition to mandatory central clearing of US Treasuries therefore has implications...