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ISDA March 2013 DF Protocol

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>

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ISDA 2013 EMIR NFC Representation Protocol

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

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ISDA 2012 FATCA Protocol

ISDA 2012 FATCA Protocol addresses the effects of the Foreign Account Tax Compliance Act (FATCA) on derivatives transactions.

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ISDA August 2012 DF Protocol

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.

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