• We help devise the client clearing strategy using our clearing toolkit and a combination of advisory & integration services
• Businesses need to be aware of the coming laws affecting financial practices, and should plan accordingly to alter their operations
• Operations & Technology must have the ability to accommodate all workflows in a mixed clearing environment
   

With continuous focus on marketplace issues our detailed analytics uses market awareness to judge & anticipate trends for areas in need of solutions:

• Businesses desire for transaction settlement reliability, which is fostered by managing pre-settlement credit exposures, same day affirmation & shortened settlement cycles
• Also, collateral issues are in focus, and we envision the new rules leading to industry standardization

CLEARING IMPLICATIONS:

• Prepare to claim the Commercial End User Exception for appropriate categories of subsidiaries or affiliates
• Assess the legal, commercial & economic differences between cleared & non-cleared swaps
• Assess differences between available DCOs, DCMs & SEF's
• Assist in executing the necessary documentation, including F&O account agreements, cleared derivative execution agreements, & the ISDA/FIA clearing addendum
• Cleartrack provides  services for regulation mandated financial institutions like sell/buyside firms, SEF's/DCM, CCP, SDR, Middleware Providers
• To comply with the regulation leveraging their existing infrastructure (reduce cost)
• To derive value and opportunity in complying with the regulation

CAPABILITY MATRIX:

Swap Execution Facilities (SEF's)	Credit Derivatives	Onboarding	Prime Brokerage	Hedge Funds
Derivatives Clearing Members	Interest Rate Derivatives	Reporting	Executing Broker/Flow desk	Banks
Central Clearing Providers (CCP)	Equity Derivatives	Margin Optimization	Arbitrage Desk	Pension Funds
Swap Data Repositories (SDR's)	Commodities	Cross Production Margin	Cross Asset Clearing Desk	Asset Managers
Collateral Exhanges	Futures	Risk Optimization	Futures Desk	Prime Broker
Middleware Providers	Energy	Limit Management	Equity Flow Desk	Mini Primes
Derivatives Systems Vendors	Fixed Income	Settlements & Confirm Mgmt	Fund Administrators	Alternative Investments
Risk & Margin Vendors	CFD	Collateral Exchange		Insurance
Collateral Hub	Portfolio Swaps	Connectivity
Reference & Market data	Equity	Credit & Market Risk
Connectivity Vendors		Sales