OTC CENTRE
Your Over-The-Counter Derivatives (OTC) and Client Due Diligence (CDD) learning resource
OTC CENTRE
Your Over-The-Counter Derivatives (OTC) and Client Due Diligence (CDD) learning resource
Learning Material
A must-have manual that will help manage documentation negotiations in a
sensible manner taking note of the practical tips and explanations of most
commonly used terms. 220 pages packed with details that provide a clear and
concise description of the the nature of derivatives as well as the relevance
of the related documentation e.g. bespoke vs. standard documentation. Particular focus is on a number of areas that include but are not limited to:
- the ISDA modular structure: 1992 and 2002 versions
- the ISDA Credit Support
Annex (Title Transfer - English Law and Pledge - New York and Japanese Law)
- practical insights about negotiating the ISDA and CSA
- the ISDA protocols and
other documentation relevant for OTC Derivatives
- key regulatory OTC and Tax frameworks in EU, USA and Asia-Pacific and related documentation requirements
This handbook has been authored by Andrea Geat, dually qualified as Attorney and Counsellor at Law (New York) and Solicitor (England & Wales), with extensive work experience in the areas of finance, transactional documentation compliance and client onboarding, gained in Europe and in Asia whilst working in-house for blue chip investment banking firms and corporates. In his words, “….This book takes the ISDA Master Agreement as the benchmark for any OTC Derivatives documentation negotiation and explains the relevant “DOs and DON’Ts” when it comes to the most commonly negotiated terms, providing sufficient background to help the reader make an informed decision in relation to important elections…. ….there is no pretention to provide the basis for the perfect negotiation strategy or approach, but there are enough negotiation tips, sample provisions and up-to-date case law references to help the reader understand what is important, permissible and sensible when it comes to driving the negotiation effectively, also with special focus on requirements applicable in Asia-Pacific jurisdictions…. ….yet, the sample provisions and documentation presented in this book are for reference only and serve the sole purpose of explaining the inherent impact and significance of the underlying topics, risks and issues that call for the inclusion of certain terms. By no means this book is or should be read as a collection of sample standard terms or templates….”
-- Until 30 June 2024 --
the following learning material can be purchased directly from the OTC Centre
-- buy directly and save $$$ --
The Negotiation of OTC Derivatives Documentation
from HKD 960 (ca. USD 123) per copy (excluding delivery charges) in paperback format -
1x copy HKD 960.00
2x copy HKD 1,880.00
3x copy HKD 2,770.00
**Shipping fee outside Hong
Kong - up to 3x copy - 7 days delivery HKD158.00
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