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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

Our comprehensive services bring greater transparency to financial markets, helping you reduce risk and create opportunity.

Onboarding Accelerator
Onboarding Accelerator
Automated and customizable end-to-end onboarding solution for brokers, custodians, corporates, fund admins, managers and service providers
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KYC
KYC
Our market leading solution built on Counterparty Manager, enables you to automate, validate and integrate KYC Data using our technology
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Tax Utility
Tax Utility
Provides centralized and standardized process for storing and validating FATCA and CRS forms with the associated entity documentation
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ISDA Amend
ISDA Amend
Enables market participants to make regulatory elections, declarations and securely permission information to their trading counterparties
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Outreach360
Outreach360
A centralized platform to engage with your counterparties and exchange information to support regulatory requirements
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Request for Amendment
Request for Amendment
Automated solution for the buyside and sellside to process, manage and maintain umbrella trading documents through request for amendment letters
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Electronic Trading Compliance
Electronic Trading Compliance
A regulatory module that enables you to easily exchange information for electronic trading due diligence and algorithmic trading regulations
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Events

Training & User Group 18 February 2020

IHS Markit Compliance Series - The CRS Editio (...)

Join IHS Markit compliance series and understand k (...)

IHS Markit Event 06 February 2020

Third Party Risk Management Working Group

IHS Markit Event 29 January 2020

Corporate Actions Breakfast

IHS Markit Event 24 March 2020

Securities Finance Forum 2020, London

Securities Finance Forum 2020, London Join us for (...)

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