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Custodian Selection

This is the third of multiple Initial Margin (IM) articles written to help Phase 4 and 5 firms better understand, and prepare for, the key changes required to comply with the IM regulations.

This article includes:

  • IM Custodian rules
  • IM Custodian trends so far
  • TriParty vs Third Party Custodian models
  • Custodian selection factors
Read our latest blog on the new UMR updates here!