UMR Phase 6 – Am I Too Late?

22 March 2022
TriOptima

Watch the recording of our online Webinar – “UMR Phase 6 – Am I Too Late?”

 

Find out how our solutions can help you throughout the entire UMR process, from establishing a plan to implement effective IM compliance, through to efficient clearing workflows to achieve capital and operational efficiencies. Get all your questions answered including:

  • UMR requirements – what do they mean in practice?
  • What is IM monitoring and how does it work?
  • What is back-testing and what do I need to do?
  • What’s the difference between tri-party and third-party custodian models?
  • How do I monitor the impact of trading on my IM exposure?
  • I haven’t started my project yet, what should I focus on?
  • How quickly can I be on-boarded?
  • How can I use clearing to avoid UMR compliance?

 

 

Useful Links:

IM Prep Guide

Article: Looking ahead to the last phase of UMR

Initial Margin Compliance

OSTTRA Clearing Connectivity