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Over the past 15 years, AB Derivatives Advisors’ legal specialists have advised a broad range of buy side clients based around the world on counterparty documentation, compliance infrastructure and relevant regulation affecting trading and investment activities.  We have unparalleled experience and in-depth understanding of the current issues that affect our clients.


Types of agreements which we can advise on include:
  • Broker terms and conditions for execution services and “battle of the forms” letters

  • 1992 and 2002 ISDA Master Agreements with credit support documentation (Credit Support Annexes, Credit Support Deeds and bespoke collateral agreements)

  • Equity derivatives/CFDs and master confirmations, all types of total return swaps (including relating to indices, baskets of loans, bonds etc)

  • Prime Brokerage Agreements (including equity prime brokerage, synthetic prime brokerage and FX prime brokerage)

  • Custodial arrangements for funds established in the EU requiring a primary custodian and ‘depositary’ arrangements under the Alternative Investment Fund Managers Directive (AIFM Directive)

  • Margin/financing lock-up agreements

  • Master Repurchase Agreements, Global Master Repurchase Agreements and Securities Lending Agreements (including Global Master Securities Lending Agreements)

  • Exchange-traded derivatives (futures and options) clearing agreements

  • Secondary debt trading and loan participation agreements

  • Cross-margining agreements and master netting agreements

  • Segregated collateral account documentation (including using triparty collateral agents) in both cleared and uncleared markets

  • Give-up or ‘intermediation’ agreements for CDS and FX transactions

  • UCITS compliant derivatives and collateral documentation

  • Electronic access/direct market access agreements

  • Contractual and regulatory aspects of broker execution services

  • Master confirmations for FX and OTC derivatives and structured or bespoke derivatives transactions

  • Clearing models for OTC derivatives and the operation of the ISDA/FOA Client Cleared OTC Derivatives Addendum

  • Various other ancillary documentation, ranging from confidentiality agreements to trading advisory agreements

 

Find out more

If you require expert advice on derivatives or counterparty documentation, at competitive rates, contact us today on
tel:+44 (0)20 3405 0201 or Email: abryceson@abderivs.com.