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
- GMRA, GMSLA, MRA, MSLA, OSLA
- Structured Confirmations
- Listed Derivatives/FCM Agreements
- Clearing Documentation
- Prospectuses