Hong Kong
ISDA submission to Hong Kong Monetary Authority’s consultation on revised SPM module CR-G-14 “Non-centrally Cleared... Read more Hong Kong
Tag: Margin
Key Trends in the Size and Composition of OTC Derivatives Markets in the Second Half of 2019
The latest data from the Bank for International Settlements over-the-counter (OTC) derivatives statistics shows that... Read more Key Trends in the Size and Composition of OTC Derivatives Markets in the Second Half of 2019
Documents (1) for Key Trends in the Size and Composition of OTC Derivatives Markets in the Second Half of 2019
Joint Association Letters on Margin Exemptions under EMIR
ISDA, along with a number of other trade associations, sent two letters to European Commission... Read more Joint Association Letters on Margin Exemptions under EMIR
Documents (2) for Joint Association Letters on Margin Exemptions under EMIR
Top 20 Firms Collected Over $170 Billion of Initial Margin at Year-End 2019, ISDA Margin Survey Finds
ISDA has published its latest annual margin survey, which shows the amount of initial margin... Read more Top 20 Firms Collected Over $170 Billion of Initial Margin at Year-End 2019, ISDA Margin Survey Finds
Documents (1) for Top 20 Firms Collected Over $170 Billion of Initial Margin at Year-End 2019, ISDA Margin Survey Finds
ISDA Margin Survey Year-End 2019
The ISDA Margin Survey looks at the impact of regulatory and other changes on collateral... Read more ISDA Margin Survey Year-End 2019
Documents (1) for ISDA Margin Survey Year-End 2019
Coronavirus and the SIMM
Recent market volatility on the back of the coronavirus pandemic has raised some questions about... Read more Coronavirus and the SIMM
Documents (0) for Coronavirus and the SIMM
Coronavirus: Delay to IM Deadlines Necessary
The coronavirus pandemic has forced firms to focus on critical priorities, like ensuring their continued... Read more Coronavirus: Delay to IM Deadlines Necessary
Documents (0) for Coronavirus: Delay to IM Deadlines Necessary
India
ISDA submission to Reserve Bank of India on Margin Requirements and the Bilateral Netting of... Read more India
Documents (1) for India
Preparing for UMR: AANA, Documentation, and Project Planning
DISCLAIMER: Links to third-party materials (“Third-Party Content”) are provided for general information purposes only and... Read more Preparing for UMR: AANA, Documentation, and Project Planning
Links
- 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
Calculating Initial Margin
DISCLAIMER: Links to third-party materials (“Third-Party Content”) are provided for general information purposes only and... Read more Calculating Initial Margin