Image
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.


Popular
Most Viewed

Image

Related Articles


September 15, 2022

Tradefeedr Hires Alexis Fauth as Head of Data Science and Client Analytics




2 MIN



FX


September 6, 2022

Siege FX announces the launch of NetFix




2 MIN



FX


August 2, 2022

OSTTRA and LCH collaborate to reconcile bilateral OTC trade data




2 MIN



Post Trade Processing