Understanding Initial Margin

In September of 2018, 2019 and 2020 most users of uncleared OTC derivatives will need to calculate and exchange Initial Margin.

Firms have many legal, operational and technological considerations in advance of the IM regulatory deadlines so CloudMargin are bringing together the knowledge, expertise and tools you need to meet your compliance deadline.

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Poll Results

Webinar attendees shared their Initial Margin preparation status in these polls.

Industry expertise

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Margin Tonic is a specialist collateral consultancy on a mission to simplify and accelerate change within the Collateral domain.

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White Paper: Key IM Changes: Custodian and Legal Negotiations

White Paper: Key IM Changes: Operations

White Paper: Top 10 IM Tasks for In-scope Firms

Margin Tonic Health Check

For a limited time, Margin Tonic is offering members of the CloudMargin community a short consultation on your compliance with Initial Margin. All you need to do is click here and fill out the assessment. The Margin Tonic team will then schedule a call to give you free guidance on areas of focus specific to your firm and answer any questions to get you started on your Initial Margin compliance journey.


How CloudMargin helps firms address their Initial Margin needs

The CloudMargin platform and its key integrations provide the full suite of functionality in-scope firms need to comply with UMR. Our strategic partnership with Acadia powers their UMR Solution Suite and is the only one-stop solution in the industry.

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Document Repapering

Trade Data & Risk Sensitivities

Initial Margin Calculation

Collateral Workflow & Settlement

Don’t miss upcoming product announcements, webinars, materials and events about Initial Margin.

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demonstration of CloudMargin

Speak to an expert

Fill out the form below, and one of our collateral
management experts will be in touch.