ISDA Virtual Conference: Negotiation Strategies: Credit Support Documents for Initial Margin (IM)

Wednesday, October 21, 2020

Member US$275.00

Non-Member US$325.00

Register for ISDA Virtual Conference: Negotiation Strategies: Credit Support Documents for Initial Margin (IM)
Event begins in:

Registration for this event will close 2 hours before the live broadcast

To assist parties who are preparing for initial margin implementation, this virtual conference will provide a focused, in-depth examination of specified terms and considerations for negotiating Credit Support Documents for Initial Margin (IM) including relevant sections of the Credit Support Annex for Initial Margin (IM) (Security Interest – New York Law), 2018 Credit Support Deed For Initial Margin (IM) (Security Interest – English Law) and other “next generation” regulatory initial margin documents.

This is an ISDA Virtual Conference:

  • Event will be live on October 21, 2020 from 9:00 AM – 12:00 PM EST  |  Timezone Converter
  • Miss part of the event or aren’t able to watch live? The recording will be available to registrants until November 21, 2020

The conference will be broadcast via GoToWebinar. Please click here to check your system requirements to ensure you are able to join this event:

Educational Credits

3 CLE Credit Hours Available (New York) Transitional and Non-Transitional

3 CPE Credit Hours Available

2.75 CPD Credit Hours Available (England and Wales)

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Wednesday, October 21, 2020

Print Agenda ISDA Virtual Conference: Negotiation Strategies: Credit Support Documents for Initial Margin (IM) for

9:00 AM Introduction and Welcome Remarks

9:05 AM Negotiating Credit Support Documents for Initial Margin (IM)

  • Completing the Regime Table
    • Selecting Regimes
    • Whether the ISDA SIMM™ Exception should apply
    • Fallback to Mandatory Method
  • One Way Provisions
  • Applying the ISDA SIMM as the Method (IM) and choosing which version
  • Alternative approaches for sensitivities
  • Deciding whether to specify certain terms in the Control Agreement Eligible Collateral (IM) Schedule or the Eligible Collateral (IM) Schedule
  • Base Currency
  • Substituted Regimes
  • Selection of Margin Approach
  • Considerations for what to specify for:
    • Calculation Agent (IM)
    • Threshold (IM)
    • Minimum Transfer Amount (IM)
    • Calculation Date Location (IM), Calculation Time (IM) and Notification Time

10:30 AM Break

10:40 AM Negotiating Credit Support Documents for IM (continued)

  • Specified Conditions and Access Conditions
  • Substitution Consent and Dispute Resolution
  • Negotiating terms within Secured Party Rights Event and Notice of Exclusive Control provisions
  • Negotiating terms within Pledgor Rights Event provision
  • Specifying Custody Arrangement terms
    • Custodian (IM)
    • Custodian (IM) Risk
    • Custodian Event and Custodian Event End Date
  • Considerations for making the Control Agreement as a Credit Support Document, applying inconsistency with the Control Agreement and relationship with the Control Agreement
  • Collateral Access Breach Additional Termination Event and Collateral Access Breach End Date
  • Additional information relating to Regulatory Compliance and Concentration Limits
  • Amendment to “Termination Currency and Minimum Transfer Amount”

12:00 PM Conference Concludes

Agenda is subject to change.

Register Now for ISDA Virtual Conference: Negotiation Strategies: Credit Support Documents for Initial Margin (IM)
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ISDA is an accredited provider of continuing education credits by the following organizations:

  • CLE

    ISDA has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education in the state of New York.

  • CPE Sponsory

    ISDA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors: 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.

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