Successfully manage your regulatory and business initiatives
Our seasoned legal and financial professionals, award-winning services powered by contract automation and extraction technology, and proven program management can help you:
- Update your financial documentation and manage client outreach to address challenges such as Brexit, Initial Margin, and regulatory changes
- Address minimum record-keeping requirements with trusted and structured data at your fingertips
- Reduce your operational costs with a dedicated team of drafting and negotiation professionals leveraging the latest technologies
Free your team to work on more complex or higher-stakes matters with Contract Lifecycle Services
We provide highly trained legal and financial domain experts who can help your internal stakeholders with: legacy document review, drafting and negotiation, execution due diligence , legal opinion review, and administrative document support.
Know exactly what is in your contracts with Contract Data Management Services
Satisfy legal and regulatory record-keeping requirements with services that facilitate greater transparency of key legal and economic terms and risks hidden in your documentation. Benefit internal stakeholders such as collateral management, risk, and the front office desks contracts with instant access to trusted contract data. Our single vendor, full-service solution spans contract digitization and data extraction, human review and quality assurance, audit and reporting, and system connectivity.
Choose the best way to work with us
Our solutions are modular and completely customizable based on your strategy, budget, and needs. We are here to guide and partner with you through a large project or on an on-going basis with:
Senior oversight and expert project management ensure successful outcomes and minimize the impact on internal teams and bandwidth.
Our legal heritage in the financial services industry is unparalleled, and we are consistently awarded as a leading provider of managed services. It's vital that you choose a provider you can trust.
We eliminate the black box. You have complete visibility of the entire scope of your project, from start to finish.
We have professionals around the world, which enables us to scale up quickly, provide multilingual support, and be accessible across multiple time zones.
A wide range of reference data and documentation management experience
- ISDA Master Agreements
- Credit Support Annexes
- Credit Support Deeds
- Prime Brokerage Agreements
- Global Master Repurchase Agreements (GMRA)
- Master Repurchase Agreements (MRA)
- Listed Derivative Agreements
- Cleared Futures and Options Agreements
- Global Master Stock Lending Agreements (GMSLA)
- Overseas Securities Lending Agreements (OSLA)
- Deutscher Rahmenvertrag
- Federation Bancaire Francaise Agreements
- Contrato Marco de Operaciones Financieras
- ISDA Confirmations and Master Confirmation Agreements
- Parent Company Guarantees
- Investment Management Agreements
- Fund Prospectuses
What does an engagement look like?
In the case of the MiFID II project for this tier 1 bank, it looked like this:
100%of clients were ready to trade by the deadline
70 yr.of repapering experience from a dedicated team
Zerotrading disruption to the business