How to Prepare for the Next Phases of Initial Margin Requirements

Are you prepared for initial margin? If your institution is captured during one of the final phases of uncleared margin rules, the entire lifecycle of your trades from inception through to post trade settlement will be impacted.

There are multiple issues, challenges and some changes of which you need to be aware. One thing is for sure: it will be far more cumbersome and expensive for market participants to trade and hold non-cleared derivatives.

Initial margin requirements have already been implemented into groups of market participants over three phases, with phase 4 coming into play this month. However the next two years may see a more than 10-fold increase in the number of firms subject to the regulation.

What have we learned so far? What can we expect for the final implementation phases? How can market participants prepare?

On Wednesday, September 25 at 10 AM EDT Numerix and KPMG hosted a webinar presentation exploring what’s changed under the newest revisions, what’s expected ahead of final phases and took a deep dive into key lessons learned from the prior phases.

Key Topics discussed included:

  • What's changing for phase 5 and phase 6
  • Lessons learned from previous phases
  • Challenges and how to prepare for them

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