UMR Regulatory Bilateral Initial Margin


We can work with you to specify, design and deliver the requirements, projects and associated processes for regulatory initial margin.

As phase 4, 5 and phase 6 firms come in scope, there are some choices and decisions to make on how to comply with the bilateral margin requirements.
We are intimately familiar with all the steps involved. We can inform, advise and work you on the implementation.
Firms may want to do in-house development; look at options being offered by vendors, calculation agents to help firms or may need to adopt a hybrid approach.

We can help you work through the decisions, options and choices to meet your requirements either under the standardised grid or with a model and calculation input -outputs based on industry standard data file formats.