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.