Preparing for Uncleared Margin Rules

Global regulators have announced new international standards for regulatory margin requirements on non-centrally cleared OTC derivatives. These standards, known as Uncleared Margin Rules (UMR), come into effect in waves, and as phases V and VI approach, thousands of asset managers will now be in scope. Understanding the relevant timelines, thresholds, and operational changes affecting your business is the first critical step in planning your firm’s approach to UMR. Read our whitepaper as we have broken this complex planning process down into five parts to better prepare you.