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February 19, 2020

Have You Got The Official UMR Project Checklist?

Every firm affected by UMR needs guidance on how to run your implementation project – get your official checklist here (via ISDA) and other public resources.

ISDA being a beneficial group of people have put together a strong checklist (and other resources) to give you project a benchmark to compare against. The checklist covers:

  • AANA and self disclosure
  • IM Calculations
  • Segregation and Custodial Arrangements
  • Regulatory IM Documentation
  • Collateral Schedules 
  • Collateral Management Operations
  • Risk and Dispute Management
  • Reporting and Other Considerations

The checklist and other hand resources are all publicly available on the ISDA website. The official checklist from ISDA is in Word, we've attached a PDF version below, but always visit the ISDA website for the latest edition.


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