Equity derivatives: Isda publishes protocol

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Equity derivatives: Isda publishes protocol

The International Swaps and Derivatives Association, the trade group for the over-the-counter derivatives market, has launched an all-encompassing equity derivatives protocol, called the Isda Equity MCA Protocol, that the organization says constitutes a "significant step in a program to enhance operational efficiency in the equity derivatives markets internationally".

The protocol, which is available publicly on Isda’s website (www.isda.org), is designed to let market participants agree to incorporate, by reference and on a multilateral basis with other adhering counterparties, the terms of any one or all of a set of Isda master confirmation agreements – the documentation used by dealers to complete transactions – that the organization has published in the past. It hopes the single protocol will help reduce outstanding confirmations. The past master confirmation agreements are: the 2007 Americas Master Variance Swap agreement, the 2007 Asia Excluding Japan (AEJ) Master Variance Swap agreement, the 2007 European Master Equity agreement (which covers options and equity finance share swaps referencing European underlyings), the revised 2007 European Variance Swap agreement, and the 2006 Japan Variance Swap agreement.

The new protocol also incorporates Isda’s recently published equity finance swap (EFS) annex to its 2007 European Master Equity confirmation agreement.

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