INITIAL MARGIN (IM TONIC)
Tonic are the market experts in UMR and Initial Margin consultancy services.
We have accelerated the definition and delivery of front-to-back solutions throughout all previous phases for Tier 1 banks, smaller banks, buy-side firms and custodians.
UMR compliance will continue for years to come, as firms grow and new relationships come into scope.
See our key services below, please reach out for an exploratory chat
END-TO-END INITIAL MARGIN SERVICES
Tonic provide market-leading, end-to-end Initial Margin consultancy services. Our specialists will help your firm accelerate key objectives such as reduced scope, the right solutions and cost efficient operating models. Read on for more information.
AANA CALCULATIONS - THE GUIDE
What is an AANA calculation? What are the steps that firms should follow before, during and after their AANA calculations? What are the jurisdictional AANA differences? Lots of AANA questions being asked for the latter phases of Initial Margin. This post will help.
AANA SERVICE OVERVIEW
Calculating your Average Aggregate Notional Amount (or AANA) is an ongoing regulatory requirement that must be performed on annual basis by firms not yet subject to UMR rules, to prove that they remain out-of-scope or if they must now comply. Tonic have partnered with CloudMargin to offer an AANA service you can trust.
INITIAL MARGIN HEALTH CHECKS
Tonic are offering free Initial Margin Health checks to Phase 5 and 6 firms. The Health check gives in-scope firms access to our experts - who have already delivered Initial Margin to multiple firms across different phases - to understand the key changes, solutions, challenges and an assessment of their key next steps and focus areas.
INITIAL MARGIN THRESHOLD BREACH ASSESSMENT SERVICE
Tonic provide clarity, and accelerated Initial Margin readiness, via our powerful Threshold Breach Assessment service.