Are you in scope for phase 5 or 6 of the Uncleared Margin Rules?

Plan ahead with our on-demand webinars

Listen to one of our on-demand webinars, run in partnership with Risk.net and Asia Risk, and hear from panels of regional industry participants as they share best practices and recent experiences with UMR planning. They address the challenges firms face as they prepare to meet the upcoming September 2021 and 2022 deadlines and cover the key decisions firms need to make including:

  • IM calculation methodologies – IM exchange and IM monitoring
  • Selecting an appropriate IM calculation methodology – schedule or SIMM
  • How to overcome operational challenges
  • IM dispute management

EMEA/US: Navigating uncleared margin rules ‒ phases 5 and 6

APAC: UMR compliance and effective collateral management for phase 5 and 6

Initial margin compliance

Easily calculate your inputs, manage your margin calls and resolve your disputes with one simple trade file.


All examples in this report are hypothetical interpretations of situations and are used for explanation purposes only. The views in this report reflect solely those of the author and not necessarily those of CME Group or its affiliated institutions. This report and the information herein should not be considered investment advice or the results of actual market experience.

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