Remote ISDA Training
We were commissioned by a buy-side client to conclude a series of inaugural ISDA Master Agreements and Credit Support Annexes to enable delivery of their product suite to their clients.
Working closely with the client’s stakeholders, we also developed their OTC derivative trading policy for approval at board level, enabling them to share with their client’s their strategy and approach.
Following this, the client asked for more in-depth training on the documentation; the issues that arose during the negotiations; and those issues that we more typically encounter in the market, to their Legal, Credit. Operations and Client Relationship teams. This was structured as a series of online presentations with workshops and Q&A sessions.
In-person Trading Documentation Training
A financial services group offering banking and insurance services to Europe, the United Kingdom and the United States had a requirement for updated training to its Legal and Operational teams across the suite of its primary trading and clearing documentation in addition to an overview and update of market developments and practices.
We conducted the training in person at the client’s Head Office and over two days delivered a presentation on the structure of the ISDA Master Agreement, the Credit Support Annex, the Global Master Repurchase Agreement, and the Global Master Securities Lending Agreement. We also covered the business and the legals relevant to OTC derivatives clearing, with a deep dive into their clearing documentation.
