Educate, Mitigate, Transform
Margin Reform provides you with a practitioner-led consultancy who bring deep and deliberate expertise to the Collateral, Margin and Legal domain. Extensive implementation experience, industry knowledge, and successful partnerships mean Margin Reform is positioned to bring your requirements to fruition in a scalable and structured way.
Hot Topics
Industry Headlines
BCBS-IOSCO note that the framework does not specify documentation requirements. It is expected that covered entities will act diligently.
Initial Margin
IM requirements are quantitative and qualitative, have you understood the 7 key steps to compliance and go-live?
Legal Documentation
Can your platforms manage regulatory and Next-Gen docs and integrate with pricing, liquidity, funding and collateral technologies?
Custodial Challenges
What is your strategy for on-boarding, documentation, connectivity, optimisation, settlement and reconciliation?
Some Numbers
Predicted number of firms impacted for Phase 4 UMR
Number of newly in-scope counterparties (NISCs) for Phase 5 UMR
Number of new relationships subject to Phase 5 UMR
Number of segregated IM custody accounts that must be setup and tested for Phase 5 UMR
Why Us
Why we are motivated to help you…
To Educate
A deliberate act to cultivate knowledge, to underpin intention, to listen and hear and to receive and respond.
Margin Reform have experts ready to help cement the foundations of your knowledge through our practitioner designed educational content. Underpinning and enhancing your expertise is a critical stage in helping you plan the path to success. Our training programme has been acquired over 20 years in planning, implementation, workshops and webinars.
To Mitigate
To lessen the Gravity. Alleviate the Issue. Diminish the Impact. Pacify the Problem. Moderate and Mollify.
Margin Reform will provide you with tailored levers of expertise relating to the risks, issues and problems that you need to solve. These come with a unique approach to structure and governance that deliver on all facets of implementation and operational readiness to position you for success.
To Transform
To change in thinking, in form, in appearance or structure and in application.
Margin Reform know that change is constant and inevitable. Partnering with our clients we offer a fast-track approach to help you decipher the evolving regulatory and business environment. Our commitment and understanding, combined with our structured and methodical approach to planning, development, execution and integration will bring an efficient, robust and transformed target state operating model to life.
Our Methods
How we differentiate…
Accelerators
- Regulatory Rules Tracker (RRT)
- Legal Agreement Playbooks
- IM Custodian RFI & RFP selection questions
- ISDA SIMM Model documentation templates
Implementors
- Expertise in delivering across a range of collateral providers and engagements
- A partner of buy/sell-side institutions
- A partner of and market infrastructure providers and legal firms
Partnerships
- Regular participant on industry panels, events and roundtables
- Writer of published articles relating to Collateral & Margining
Our Expertise
Background
Chetan Joshi
Founding Partner
Chetan Joshi is the founding partner of Margin Reform.
A boutique management consultancy that provides advice and solutions to firms who require help navigating through their challenges in the margin, collateral and legal space.
Chetan has over 20 years’ experience in the collateral domain.
Having held roles in Operations, Technology Consultancy and Front Office, Chetan is a regular speaker at industry conferences and webinars and has delivered workshops and training sessions on collateral specifically focused on the Uncleared Margin Rules (UMR).
Margin Reform brings experience and focus.
The design and structure of your approach to UMR will multiply your chances of a positive transformation and implementation experience.
How to reach us
White Collar Factory
1 Old Street Yard
London
EC1Y 8AF
+44 (0) 20 3662 8805
+44 (0) 794 727 6667
