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PLAYBOOK TEMPLATES
ISDA Master Agreement
An ISDA Master Agreement standardizes derivatives trading relationships, defining netting, collateral, and termination terms. This playbook assists counsel in managing counterparty risk and regulatory compliance under derivatives frameworks.
Regulatory Compliance
Negotiation strategy
Ensure all compliance measures are documented and regularly updated to reflect changes in laws. Engage legal experts to review compliance frameworks.
Request detailed compliance reports and certifications from the issuer. Conduct independent audits to verify compliance adherence.
Essential elements
1
Compliance Covenants
Commitment to legal adherence.
2
Audit Rights
Verification of compliance obligations.
3
Certifications
Proof of compliance adherence.
Action framework
ACCEPT
Propose edits when compliance clauses are outdated or lack specificity.
EDIT
Reject clauses that fail to meet minimum legal standards or omit key regulations.
ADD
Add clauses for new regulatory requirements or jurisdiction-specific laws.
PRO TIP
Regularly update compliance policies to align with evolving legal standards and ensure all parties are informed of changes.
Real-world examples
FAVORABLE
Comprehensive Compliance Clause
"The Parties shall at all times comply with all applicable laws, statutes, regulations, and codes relating to finance, securities, anti-money laundering (AML), know your customer (KYC), and data protection."
NEUTRAL
Basic Compliance Reference
"Each Party agrees to comply with applicable laws."
UNFAVORABLE
Vague Compliance Obligation
"Parties should try to comply with relevant laws."
Alternative scenarios & positions
Cross-Border Transactions
In cross-border transactions, ensure compliance with international regulations and bilateral agreements to avoid legal conflicts.
High-Risk Industries
For high-risk industries, implement enhanced due diligence and monitoring to mitigate potential compliance breaches.
Emerging Markets
In emerging markets, adapt compliance strategies to local regulatory environments and potential legal uncertainties.
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