Perform in-depth analysis on each document (new or current) and commend appropriate courses of action, best practices and achievable goals with reach counterparty or service provider.
Provide a risk priority to each parameter.
Provide a practical roadmap to mitigate risks.
Coordinate all KYC supporting documentation credit review and account opening process with counterparties if required.
Negotiation of Terms
Perform an advisory role or negotiate on our client's behalf.
Utilize proprietary tools to efficiently identify client risks and track negotiation points with each counterparty.
Generate periodic status reports to keep clients up to date at every stage of the process.
Negotiation & Execution
ISDA negotiation can cause setting up with a new banking partner to be a cumbersome process. Our team will help navigate the legal, finance, trading and operational risks embedded within documentation. The team has a comprehensive understanding of industry dealers, agreement types and have first-hand experience negotiating as both customer and dealer. This provides our clients with a unique perspective providing a holistic, strategic and pragmatic approach at a cost-effective price.
Financing/execution/custody term sheets
ISDA Master Agreements and Schedules
Credit Support Annexes
ISDA related addendums
Contract for Differences
Master Securities Loan Agreements
Prime Brokerage Agreements
Team Margin Agreements Foreign Exchange Agreements
Commodity Futures Account Agreements
Institutional Options Agreements
Introducing Broker Clearing Account Agreements
Vendor Service Level/License Agreements
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