Why we are motivated to help you
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.
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.
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.
How we differentiate
Regulatory Rules Tracker (RRT)
Legal Agreement Playbooks
IM Custodian RFI & RFP selection questions
ISDA SIMM Model documentation templates
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
Understanding all front to back aspects of collateral is complicated, there are many facets to consider such as pricing, funding, liquidity, optimisation, operational capacity and risk. Uncleared Margin Rules have exacerbated this with their requirements such as regulatory Initial Margin, SIMM and Custody. Margin Reform will add clarity to ‘collateral’ whether to support regulations, business drivers or the enhancement of existing processes.
All products in the margin sphere, derivatives, cleared and uncleared, securities lending all need to be supported by a well-defined technology roadmap, that delivers straight-through-processing across different business functions who truly understand their role in the ‘collateral management framework’. This is where Margin Reform want you to be.
Ensuring the correct data is captured as golden source is critical for efficient pricing and processing. The complexity and far reaching impact of Uncleared Margin Rules has led to several issues that require better negotiation techniques, smarter technology and improved digitisation. Margin Reform are at the forefront of these solutions and can help you deliver the business process models required.
A new boutique management consultancy that provides advice and solutions to firms who require help navigating through their challenges in the margin, collateral and legal space.
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.
Office: +44 (0) 20 3662 8805
Phone: +44 (0) 794 727 6667
Address: White Collar Factory, 1 Old Street Yard, London, EC1Y 8AF