Preparing for UMR: AANA, Documentation, and Project Planning
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- UMR By The Numbers
- AANA Calculation Periods and Compliance Dates
- GRID Notional and Tenor Survey Results will open in a new tab or window
- 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) will open in a new tab or window
- 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 will open in a new tab or window
- User's Guide to ISDA 2018 & 2019 Regulatory Initial Margin Documentation will open in a new tab or window
- Summary of ISDA Initial Margin Documentation will open in a new tab or window
- Compliance Steps Post BCBS IOSCO Recommendations will open in a new tab or window
- Uncleared Margin Rules Implementation Project Checklist and Controls will open in a new tab or window
- 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 will open in a new tab or window
- Consensus List for Operational Implementation of Uncleared Margin Risk Monitoring will open in a new tab or window
- Trade Life Cycle Events Guidance will open in a new tab or window
- ISDA / Clifford Chance Briefing: Beyond Brexit: EU vs UK Margin Rules for OTC Derivatives
- Third Party and Triparty Onboarding and KYC Checklists will open in a new tab or window
- IM Phase 5 and 6 Estimates will open in a new tab or window