Document Generation & Negotiation Tools

Capital Markets documentation can be challenging, from the time it takes to put agreements in place, the internal approvals required for non-standard terms, as well the management of the terms agreed. The regulation, whereas standardising terms in the longer-term, has certainly not helped, introducing greater complexity of terms and document structure in the short-term.

We have assisted our clients to manage this challenge through the use of document generation and negotiation tools, to help them:

  • Manage document templates
  • Put checks and balances in place that can facilitate near/off-shoring of documentation teams
  • Standardise documentation terms
  • Streamline the end-to-end process of client documentation outreach

What do we do?

  • Business case creation
  • Current state analysis & industry benchmarking
  • Requirements gathering & strategic roadmap creation
  • Vendor selection
  • Creation of negotiation playbooks
  • Software configuration / template set-up

Documentation Areas

We cover a wide range of Capital Markets agreements such as:

  • Terms of Business
  • Term Sheets
  • Non-disclosure Agreements (NDAs) / Confidentiality Agreements
  • ISDA Master Agreements & Collateral Agreements (Credit Support Annex/Deed, Collateral Transfer Agreement e.g. Euroclear/Clearstream)
  • DRV and FBF
  • Structured Confirmations
  • Listed Derivatives/FCM Agreements
  • Clearing Documentation
  • Prospectuses