The ISDA 2013 EMIR Portfolio Reconciliation, Dispute Resolution and Disclosure Protocol enables parties to amend the terms of their Protocol Covered Agreements to reflect the portfolio reconciliation and dispute resolution requirements imposed by EMIR as well as to include a disclosure waiver to help ensure parties can meet the various reporting and record keeping requirements under EMIR without breaching confidentiality restrictions.

The Protocol enables parties to amend the terms of their ISDA Master Agreements to reflect certain know your counterparty requirements.

The ISDA 2020 UK EMIR Portfolio Reconciliation, Dispute Resolution and Disclosure Protocol enables parties to to Protocol Covered Agreements to amend the terms of each such Protocol Covered Agreement to reflect certain portfolio reconciliation and dispute resolution obligations imposed by Regulation (EU) No 648/2012 of the European Parliament and of the Council of 4 July 2012 on OTC derivatives, central counterparties and trade repositories (EMIR) as it forms part of ‘retained EU law’ as defined in the European Union (Withdrawal) Act 2018 (UK EMIR) and to include certain confidentiality waivers relating to reporting and record keeping obligations under UK EMIR.

This protocol (which is NOT an updated version of the August 2012 DF Protocol) facilitates compliance with the CFTC’s rulemakings on (i) Swap Trading Relationship Documentation, Confirmation, Portfolio Reconciliation and Portfolio Compression, (ii) End-User Exception to the Clearing Requirement and (iii) Clearing Requirement Determination. Required Compliance Start Date: July 1, 2013. <b>The March 2013 Dodd Frank Protocol questionnaire will be available on ISDA Amend to all users on May 20, 2013. There will be live daily demos starting May 20th (please see ISDA Amend Availability note below).</b>

This Protocol is part of ISDA’s Dodd-Frank Documentation Initiative relating to compliance with the CFTC’s External Business Conduct Rules. Required Compliance Start Date: May 1, 2013.

The ISDA 2016 Variation Margin Protocol is designed to help market participants comply with new rules on margin for uncleared swaps. The Protocol addresses documentation changes necessary to comply with the variation margin requirements that will apply to a large number of market participants in various jurisdictions from March 2017.