Top Tips for Uncleared Margin Rules

Download our guide which has been put together by SmartDX and Cloud Margin. Each of the topics above is covered with an explanation of the issue, our tips for the right approach and in some cases background statistics from the May 2017 Global Peer Benchmark survey we ran prior to the Uncleared Margin compliance webinar. These tips cover:

  1. Gathering information on your counterparties
  2. Prioritizing your approach
  3. Agreeing with each counterparty how to re-paper
  4. Defining policies and terms
  5. Mapping responsibilities to people and an overal workflow
  6. The approach to getting agreements implemented
  7. Updating your daily procedures
  8. Handling funding of agreements
  9. An approach to valuing trades on a daily basis
  10. Handling disputes and their resolution
  11. Considering the most appropriate platform to run your agreements

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