Europe May 4, 2020 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 Tags: EMIR, Margin Documents (2) for Joint Association Letters on Margin Exemptions under EMIR Joint Association Letter on Equity Options Derogation(pdf) will open in a new tab or window Joint Association Letter on Margin Intragroup Exemption(pdf) will open in a new tab or window
Press Releases April 14, 2020 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 Tags: Commodity, Initial Margin, Margin, Surveys Documents (1) for Top 20 Firms Collected Over $170 Billion of Initial Margin at Year-End 2019, ISDA Margin Survey Finds Margin Survey April 2020 Press Release(pdf) will open in a new tab or window
Surveys April 14, 2020 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 Tags: Collateral, Initial Margin, Margin Documents (1) for ISDA Margin Survey Year-End 2019 ISDA Margin Survey Year-end 2019(pdf) will open in a new tab or window
derivatiViews April 8, 2020 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 Tags: Coronavirus, Initial Margin, ISDA SIMM, Margin Documents (0) for Coronavirus and the SIMM
derivatiViews March 26, 2020 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 Tags: Coronavirus, Initial Margin, Margin, Non-cleared Derivatives Documents (0) for Coronavirus: Delay to IM Deadlines Necessary
Asia-Pacific March 5, 2020 India ISDA submission to Reserve Bank of India on Margin Requirements and the Bilateral Netting of... Read more India Tags: Close-out Netting, India, Margin Documents (1) for India RBI Margin-Netting-letter final 03052020(pdf) will open in a new tab or window
InfoHub February 7, 2020 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 Tags: Hub, Initial Margin, Margin 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
InfoHub February 7, 2020 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 Tags: Hub, Initial Margin, Margin Links Initial Margin Calculation Methods: SIMM and Grid will open in a new tab or window GRID Notional and Tenor Survey Results will open in a new tab or window IM Threshold Monitoring
Documentation December 10, 2019 ISDA Letter to US Prudential Regulators on Revised Margin Requirements On December 9, 2019, ISDA responded to the Notice of Proposed Rulemaking and Request for... Read more ISDA Letter to US Prudential Regulators on Revised Margin Requirements Tags: Initial Margin, Margin, Phase 5 Documents (1) for ISDA Letter to US Prudential Regulators on Revised Margin Requirements Final ISDA Margin NPR Comment 12.9.19(pdf) will open in a new tab or window
Europe November 26, 2019 ISDA Requests Extension of Relief on Brexit-related Novations On November 25, 2019, ISDA wrote to European authorities to request an extension to regulatory... Read more ISDA Requests Extension of Relief on Brexit-related Novations Tags: Brexit, Clearing, Margin Documents (1) for ISDA Requests Extension of Relief on Brexit-related Novations ISDA Request on Brexit related novations(pdf) will open in a new tab or window