Client and Trade Legal Documentation

We help capital markets organizations manage complex client relationships and associated legal documentation

Reach an Expert

Whether setting up a new fund, delivering an IBOR outreach program, or managing other change events, our legal and process experts deliver immediate value from our nearshore Service Delivery Centers.

  • ISDA/CSA/PSA, CDEA, GMRA, GMSLA, MRA, and MSFTA
  • Netting and collateral opinions reviews
  • Risk identification and stakeholder alignment
  • Drafting language amendments
  • Alignment and approvals of amendments

  • Review of client due diligence opinions
  • Collaboration with client onboarding re- documentation
  • Client Outreach
  • Final checks and sign off

  • Review draft documents
  • Management of approval process
  • Management of risks with Business and Credit Risk teams
  • Balancing time-to-deliver with risk tolerances
  • Ensuring fit within broader counterparty relations
  • Capture and completion of final Quality Control checks
Download Brochure

  • Build out / refinement of Legal playbook
  • Development of internal clause library
  • Definition of fallback clauses
  • Pushback language to support negotiations
  • Clarification of request terminology
  • Approval matrices
  • Definition of process flows
  • Document storage policies

  • Clarification of use cases and Business Requirements Document
  • Definition of data model
  • Data flows, meta data, and ETLs
  • Platform configuration
  • Testing and validation
  • Document migrations

  • Management and orchestration
  • Data cleansing and scoping
  • Inbox management
  • Contacts – sourcing and Quality Control
  • Batch preparation
  • Distribution management
  • Status and tracking
  • Industry knowledge and expertise

Case Studies

Learn about the ways we have helped our clients meet regulatory obligations, manage risk, and address business change.

Our Experts

Ready to Talk?

We work with you to understand your needs, so we can tailor our approach to your engagement. Learn more when you connect with our team.

Reach an Expert

Transformation and Program Delivery

Transformation and Program Delivery

Program managers, domain experts, and PMOs to deliver your transformation programs

Learn More

Capital Markets Risk and Control

Capital Markets Risk and Control

We support capital markets organizations in developing best practice risk and control management operations

Learn More

Capital Markets Risk and Regulatory Reform

Capital Markets Risk and Regulatory Reform

We help you navigate the changing Capital Markets regulatory landscape

Learn More

Data Governance

Data Governance

We improve your bottom line, as well as your regulatory compliance, with our formal, systematic approach to measuring and uplifting Data Governance

Learn More