Operations & Standards
Keep on top of your “ops” in order to better streamline, accelerate, optimize and collaborate in the market, with guidelines including:
Operational tools
Best practices and standards
- Primary and secondary trade settlement
- CUSIP Guidelines
- MEI Guidelines
- CEI User Guide
- FPML schema for deals, drawdowns, repayments, rollovers, credit issuance, contract adjustment, etc.
Delayed compensation resources
- Loan market holidays (recurring)
- Primary and secondary delayed compensation flowcharts, cheat sheet, and podcast
- Glossary of terms and FAQs
Tax and accounting resources
- FATCA issues and advisories
- Comment letters to FASB
