Our Services

We have the expertise and the solutions to enable you to succeed. Margin Reform has been created to deliver outcomes that expedite client requirements in an agile and scalable way.

By understanding your requirements whether at the starting point of design, enhancing existing practices or operating procedures, further developing internal capabilities and expertise or providing the implementation experience and know-how to meet those goals, Margin Reform has been created to address engagements through an agile, client focused scalable model.

Our Services
Clearing, Margin and Collateral

We are experts in the strategic design, development and implementation of clearing, margin and collateral architecture. From the design and development of best in class target operating models and collateral management frameworks. We use industry best practices, new technological innovations and vendor selection to support your front to back capabilities. Whether it’s in response to regulatory demands, or to future proof your operating environment and create efficiencies through programme and project management supported by business and IT analysis.

Markets and Trading

As the collateral puzzle becomes increasingly complex as a result of the interrelated nature of derivatives, securities lending and repo, we offer the expertise and solutions to deliver on your intended direction. Including feasibility studies and business case development to assess whether enhanced inventory management can create alpha-generating business opportunities, reduce funding costs through improved optimisation algorithms leading to a more efficient and dynamic liquidity management operation. We can improve your analytical capabilities to identify and manage the direct and indirect costs associated with your P&L.

Risk and Regulation

The regulatory landscape for cleared and non-cleared derivatives (UMR), the Securities Financing Transaction Regulation (SFTR), the Central Securities Depositories Regulation (CSDR) and the Interbank Offer Rate (IBOR) transition brings significant challenges to our industry. We provide our clients with bespoke solutions to address their risk and regulatory challenges, whether complex regulatory developments such as the Standardised Initial Margin Methodology (SIMM) or the distillation and interpretation of regulations to help define the business impact, we can help formulate and establish plans and a vision before guiding you through to execution.

Legal and Documentation

The volume of legal documentation now required to support trading, reporting, custody, netting and regulations has made requirements more complex and challenging to maintain. Future-proofing legal data as a digitised golden source of the truth has never been more critical. We provide consultancy services directly and through partnerships on all aspects of legal requirements including netting opinions, technology options for digitisation and outsourcing options for negotiation of conditions to support UMR, IBOR, repo, securities lending and custodial and outsourcing arrangements.

Assurance and Advisory

Today's trading and post-trade environments are subject to far-reaching and rigorous governance and regulatory requirements that impact on business models and commercial objectives. We design and deliver independent services to validate and ensure compliance with existing processes, procedures and regulations. We can review external engagements in the post-trade environment to ensure that your service requirements and standards are being met and provide training programmes across all aspects of the collateral chain.

Margin Administration

Clients need to operate in an efficient, controlled and robust environment to stay regulatory compliant and to contain the pressures on headcount, technology and costs as they strive to satisfy all internal and client demands. Inefficient operating models face new demanding requirements, associated costs and changing market dynamics may not be sustainable. We can provide clients with the analysis and expertise to choose the right margin administrator or service providers, that will help to simplify the challenges, improve the cost environment and provide a far quicker time to market which utilises the collateral ecosystem.

Professional Services
Margin Reform provide a suite of professional services that can be easily tailored to meet client needs