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Uncleared Margin Rules Resource Center

The impacts of Uncleared Margin Rules (UMR) are complex with new rules coming every January and September. Explore our resources below or contact us today and we’d be happy to help you navigate the nuances.

Operational Questions and Impacts of UMR


Entities trading OTC derivatives must comply with annual UMR regulatory dates. CFTC has an additional compliance date of September 1st and USPR, EMIR & UK use January 1st as the phase in date.

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UMR Resources

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Brochure

Uncleared Margain Rules (UMR)

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The next phase of Uncleared Margin Rules (UMR), which the industry is unofficially calling “Phase 7”, goes live soon

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BLOG

Understanding and Adhering to Un-cleared Margin Rules (UMR)

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Read our blog to understand more about Uncleared Margin Rules (UMR) and what’s required to adhere to the new rules.

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BLOG

Lessons Learned from Uncleared Margin Rules Phase 6

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This blog uncovers the lessons learned in the months following the Uncleared Margin Rules (UMR) phase 6 implementation.

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Infographic

7 Steps to Seamless UMR Phase 7 Go-Live

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Download our Uncleared Margin Rules (UMR) infographic to uncover the 7 steps you should take to prepare for phase 7.

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Whitepaper

OTC Derivatives Workflow for Un-cleared Margin Rules in the EU and US

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As a trusted partner, SS&C can help you navigate the regulatory and operational requirements of the new un-cleared margin rules.

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