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Counterparty Manager

The industry standard solution for entity data exchange

Counterparty Manager is the industry standard solution for counterparties to manage the onboarding workflow by sharing client, tax, regulatory, constitutional documents and data to support account onboarding, KYC, credit, tax and legal review.

The exchange of counterparty information and trading agreements is critical to opening a trading relationship in a timely fashion. The extensive and varying documentation requirements to meet regulatory obligations can be complex and time consuming to manage. Manual processes and silo datasets may lead to an increased risk of incomplete or erroneous data, which can cause delays in trade settlement.

Our Counterparty Manager suite of solutions and services helps you to:

  • Automate and customize the end-to-end onboarding process for brokers, custodians, corporates, fund admins, managers and service providers with built-in workflow
  • Access an extensive network of trading counterparties and validated documentation
  • Quickly and effectively exchange thousands of bilateral agreements
  • Address regulatory requirements including ASIC, Dodd-Frank, EMIR, FATCA, MiFID II, HK SFC Electronic Trading Rules and uncleared margin requirements
  • Digitize data and documentation for in-depth analysis with a complete audit trail
  • Manage and amend trading documentation
  • Automatically digitize Tax data and validate critical information to ensure consistent reporting to tax authorities and avoid cash payments being unnecessarily withheld upon
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Oliver Maxwell

In his role, Mr. Maxwell is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, the industry standard solution for counterparties to manage regulatory data, documentation and share entity information. He is also responsible for leading EMEA Managed Services efforts. Since joining the firm, he has created a successful delivery model across some of IHS Markit's key clients.He began his career at Fidelity Investments, where he worked his way up to managing the investor client services team. This initial segment of his career gave him a passion for financial markets which lead him into trading the futures market at Trading OSTC. After a successful time as a trader, Mr. Maxwell then worked for a number of buyside and sellside firms, including J.P. Morgan and Barclays where he predominately managed large global operation teams focused on outreach, onboarding, KYC, regulatory adherence and technology process improvement before moving to IHS Markit.

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Darren Thomas

Darren leads the S&P Global Market Intelligence platform business, which includes Counterparty Manager, KYC, Tax Solutions, and Know Your Third Party (KY3P). In keeping with our vision of driving efficient solutions and services for customer regulatory compliance, he leads our journey towards a next generation platform. Darren has launched several new products and innovations over the past few years, including Outreach360 for client and regulatory outreach, Tax form validation utility, KYC services, Onboarding Accelerator, and Legal document digitization and automation. He has over 20 years of experience in driving technology change and helping firms efficiently adapt to global regulations. Prior to joing the company, Darren worked at both Barclays and UBS where he ran Futures, OTC clearing, led regulatory change programs, and ran business functions across Operations and Technology. He began his career as a management consultant at PwC focusing on Manufacturing & Pharmaceuticals. He has been active in industry organizations and previously co-headed the ISDA Credit Derivatives Implementation Working Group during the financial crisis.Darren holds a bachelor's degree in Mechanical and Aeronautical Engineering from Cornell University and received his MBA from the University of Georgia, both United States.

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Lansing Gatrell

Lansing is business lead across various products including ISDA Amend and Outreach360 as well as a range of regulatory initiatives like SFTR and IBOR transition.He joined S&P Global and was instrumental in the growth of Counterparty Manager, our partnership with ISDA, the acquisition of CTI, and iCompliance (via the Ipreo acquisition). Prior to S&P Global, Lansing spent nine years working in private equity and investment banking. He has a Bachelor of Science in economics from Brigham Young University and an MBA from London Business School.

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Brittany Garland

Ms. Garland serves as the head of client engagement for Counterparty Manager. She is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, IHS Markit's platform for managing regulatory data and share entity information. She has a broad range of expertise across KYC, credit risk, regulatory compliance, client reference data, and workflow management. Previously, she spent seven years within the operations division at Barclays, most recently managing the Americas client Onboarding team. Ms. Garland holds a bachelor's degree in economics from Colgate University, United States.

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Marjorie Chee

Marjorie is responsible for overseeing the Managed Services business within Regulatory & Compliance, which services includes conducting regulatory outreach to providing full KYC support on behalf of our clients. Previous to this role, Marjorie ran the KYC Services business that was designed in partnership with leading global financial institutions to create an industry approach for streamlining Know Your Client requirements. From 2002-2015, Marjorie worked at Goldman Sachs holding multiple senior positions in both AML Compliance and Client Onboarding in New York and London; she has developed global CIP and EDD policies across various entity types, implemented a QA and training programs for Institutional On-boarding, and was central point of contact for internal and external regulatory audits.Marjorie studied economic history and earned a Bachelor of Arts from the University of Pennsylvania, United States.

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Ming Cheung

Ming is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, S&P Global's platform for counterparties to manage regulatory data and share entity information. Prior to S&P Global, Ming was a consultant, specializing in designing and implementing financial risk systems. His expertise spans KYC, compliance, reference data, risk systems, and workflow management.Ming holds a masters degree in Investment Analysis from University of Stirling, UK. He speaks Chinese Cantonese and English.

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Christina McNamara

Christina McNamara is a Director, Global Head of Due Diligence with S&P Global Market Intelligence Tax Solutions and Commercial Lead of Investor Onboarding within the firm's Platforms & Regulatory Compliance business based out of New York. She has extensive experience working with global, regional and local financial institutions on their client onboarding, client lifecycle management and operations across various global regulatory regimes.Specifically, Christina has spent her career focusing on U.S. tax, including FATCA and QI regimes, and OECD CRS compliance initiatives, specialising in implementations and technology to drive automation. She was previously based in Singapore with S&P Global Market Intelligence from 2014 - 2020 leading our tax consulting practice and client due diligence solutions for APAC. She is a regular speaker at various industry events globally, including U.S., Canada, U.K, Australia, Singapore, Hong Kong, Thailand, Malaysia and Indonesia. She has also engaged in regional consultations held by regulators and industry bodies on regulations and guidance material relating to AEOI.Prior to joining S&P Global, Christina was a consultant and subject matter expert with PricewaterhouseCoopers

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