
Register for this training course and receive 20% off any listed below.
Take advantage and join live or watch the replay which will be available for 30 days after the event.
Promo Codes – Member: INTRO20 | Non-Member: INTRO2026
Understanding Core ISDA Documentation | ISDA Master Agreement – February 2
Negotiating Core ISDA Documentation | Schedule to the ISDA Master Agreement – February 3
This is an ISDA Virtual Conference:
- Event will be live on February 4 from 9:00 AM – 11:45 AM EST | Timezone Converter
- Miss part of the event or aren’t able to watch live? The recording will be available to registrants until March 4, 2026
Regulatory VM Requirements for Swaps and Security-Based Swaps
This session will explain the VM requirements in the US and other key jurisdictions implementing the international WGMR framework:
- Which entities are subject to the requirements?
- Which trades are subject to the requirements?
- What are the VM requirements?
- Cross-border implications and key similarities/differences with rules in other jurisdictions
- Impact on CSA documentation
Understanding the 2016 ISDA Credit Support Annex For VM (New York and English Law)
The ISDA VM Credit Support Annex under forms part of the Schedule of the ISDA Master Agreement. It is designed to document security arrangements involving the use of collateral to secure the risk either or both parties may have under the ISDA Master Agreement to which the ISDA VM Credit Support Annex relates incompliance with applicable VM regulations. This session will examine critical provisions in the ISDA Credit Support Annex under New York law and English Law, including:
- Key principles of the credit support arrangements
- The posting party and the receiving party– How can this party change over time?
- Scope of Covered Transactions under CSA
- Credit Support Obligations: The Delivery Amount and Return Amount
- Minimum Transfer Amounts
- Adding an Independent Amount (IA) and using the Independent Amount provisions
- Transfer Timing: When must a party deliver or return collateral?
- The Valuation Agent and Dispute Resolution
- Substitutions/Exchanges
- Holding and use of Posted Collateral
- Distributions and Interest Amounts
- Events of Default
- Rights and Remedies
- Legally Ineligible Credit Support provisions
- Credit Support Offsets
- Terms for non-netting counterparties
- Other Provisions
- ISDA VM Protocol
