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Counterparty Manager

The industry standard solution for entity data exchange

Counterparty Manager is the industry standard solution for counterparties to manage the onboarding workflow by sharing client, tax, regulatory, constitutional documents and data to support account onboarding, KYC, credit, tax and legal review.

The exchange of counterparty information and trading agreements is critical to opening a trading relationship in a timely fashion. The extensive and varying documentation requirements to meet regulatory obligations can be complex and time consuming to manage. Manual processes and silo datasets may lead to an increased risk of incomplete or erroneous data, which can cause delays in trade settlement.

Our Counterparty Manager suite of solutions and services helps you to:

  • Automate and customize the end-to-end onboarding process for brokers, custodians, corporates, fund admins, managers and service providers with built-in workflow
  • Access an extensive network of trading counterparties and validated documentation
  • Quickly and effectively exchange thousands of bilateral agreements
  • Address regulatory requirements including ASIC, Dodd-Frank, EMIR, FATCA, MiFID II, HK SFC Electronic Trading Rules and uncleared margin requirements
  • Digitize data and documentation for in-depth analysis with a complete audit trail
  • Manage and amend trading documentation
  • Automatically digitize Tax data and validate critical information to ensure consistent reporting to tax authorities and avoid cash payments being unnecessarily withheld upon
Register for Counterparty Manager
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Our comprehensive services bring greater transparency to financial markets, helping you reduce risk and create opportunity

Managed Services for Network and Regulatory Solutions
Managed Services for Network and Regulatory Solutions
Scale operations flexibly, enhance revenue enablement, and manage financial and reputational risk
LEARN MORE
Onboarding Accelerator
Onboarding Accelerator
Automated and customizable end-to-end onboarding solution for brokers, custodians, corporates, fund admins, managers and service providers
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KYC
KYC
Our market leading solution built on Counterparty Manager, enables you to automate, validate and integrate KYC Data using our technology
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Tax Utility
Tax Utility
Provides centralized and standardized process for storing and validating FATCA and CRS forms with the associated entity documentation
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ISDA Amend
ISDA Amend
Enables market participants to make regulatory elections, declarations and securely permission information to their trading counterparties
Learn More
Outreach360
Outreach360
A centralized platform to engage with your counterparties and exchange information to support regulatory requirements
Learn More
Request for Amendment
Request for Amendment
Automated solution for the buyside and sellside to process, manage and maintain umbrella trading documents through request for amendment letters
Learn More
Electronic Trading Compliance
Electronic Trading Compliance
A regulatory module that enables you to easily exchange information for electronic trading due diligence and algorithmic trading regulations
Learn More
Certificate Compliance
Certificate Compliance
Manage client certification collection, map those certificates to trading accounts and automatically feed the information into bank CRM and transaction systems
LEARN MORE
Custodian Solutions for Risk and Regulatory Compliance
Custodian Solutions for Risk and Regulatory Compliance
Transform your client services and increase efficiency
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Investor Onboarding
Investor Onboarding
Automated and configurable end-to-end onboarding solution for investors to collect all required legal and regulatory documentation.
LEARN MORE
Agreement Intelligence
Agreement Intelligence
Delivery transparency in legal documentation by providing an end-to-end comparison of your firms’ counterparty agreements.
LEARN MORE
RFA + ISDA Create
RFA + ISDA Create
ISDA Create is an online platform for drafting, negotiating, and executing
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News and Thought Leadership

  • alt text
    Press Release | 2022

    S&P Global Market Intelligence launches the Onboarding Accelerator Tool to Securities Finance clients enhancing efficiency

    S&P Global Market Intelligence, a division of S&P Global and provider of information services and solutions to the global markets, has integrated the Onboarding Accelerator tool into its Securities Finance platform. Read more

Experts

Oliver Maxwell

In his role, Oliver is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, the industry standard solution for counterparties to manage regulatory data, documentation and share entity information. He is also responsible for leading EMEA Managed Services efforts. Since joining the firm, he has created a successful delivery model across some of IHS Markit's key clients.He began his career at Fidelity Investments, where he worked his way up to managing the investor client services team. This initial segment of his career gave him a passion for financial markets which lead him into trading the futures market at Trading OSTC. After a successful time as a trader, Oliver then worked for a number of buyside and sellside firms, including J.P. Morgan and Barclays where he predominately managed large global operation teams focused on outreach, onboarding, KYC, regulatory adherence and technology process improvement before moving to S&P Global.

  • Financial Services
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Darren Thomas

Darren Thomas is Senior Vice President of the Regulatory & Compliance Business at S&P Global Market Intelligence. Darren leads the S&P Global Market Intelligence platform business, which includes Counterparty Manager, Tax Solutions, and Broker Research, Sales & Trading. In keeping with our vision of driving efficient solutions and services for customer regulatory compliance, he leads our journey towards a next generation platform. Darren has launched several new products and innovations over the past few years, including Outreach360 for client and regulatory outreach, Tax form validation utility, Onboarding Accelerator, and Legal document digitization and automation. He has over 20 years of experience in driving technology change and helping firms efficiently adapt to global regulations. Prior to joining the company, Darren worked at both Barclays and UBS where he ran Futures, OTC clearing, led regulatory change programs, and ran business functions across Operations and Technology. He began his career as a management consultant at PwC focusing on Manufacturing & Pharmaceuticals. He has been active in industry organizations and previously co-headed the ISDA Credit Derivatives Implementation Working Group during the financial crisis.Darren holds a bachelor's degree in Mechanical and Aeronautical Engineering from Cornell University and received his MBA from the University of Georgia, both United States.

  • Financial Services
  • Financial Trading
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Lansing Gatrell

Lansing is business lead across various products including ISDA Amend and Outreach360 as well as a range of regulatory initiatives like SFTR and IBOR transition.He joined S&P Global and was instrumental in the growth of Counterparty Manager, our partnership with ISDA, the acquisition of CTI, and iCompliance (via the Ipreo acquisition). Prior to S&P Global, Lansing spent nine years working in private equity and investment banking. He has a Bachelor of Science in economics from Brigham Young University and an MBA from London Business School.

  • Financial Services
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Brittany Garland

Brittany serves as the head of client engagement for Counterparty Manager. She is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, S&P Global's platform for managing regulatory data and share entity information. She has a broad range of expertise across KYC, credit risk, regulatory compliance, client reference data, and workflow management. Previously, she spent seven years within the operations division at Barclays, most recently managing the Americas client Onboarding team.Brittany holds a bachelor's degree in economics from Colgate University, United States.

  • Financial Services
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Marjorie Chee

Marjorie is responsible for overseeing the Managed Services business within Regulatory & Compliance, which services includes conducting regulatory outreach to providing full KYC support on behalf of our clients. Previous to this role, Marjorie ran the KYC Services business that was designed in partnership with leading global financial institutions to create an industry approach for streamlining Know Your Client requirements. From 2002-2015, Marjorie worked at Goldman Sachs holding multiple senior positions in both AML Compliance and Client Onboarding in New York and London; she has developed global CIP and EDD policies across various entity types, implemented a QA and training programs for Institutional On-boarding, and was central point of contact for internal and external regulatory audits.Marjorie studied economic history and earned a Bachelor of Arts from the University of Pennsylvania, United States.

  • Financial Services
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Ming Cheung

Ming is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, S&P Global's platform for counterparties to manage regulatory data and share entity information. Prior to S&P Global, Ming was a consultant, specializing in designing and implementing financial risk systems. His expertise spans KYC, compliance, reference data, risk systems, and workflow management.Ming holds a masters degree in Investment Analysis from University of Stirling, UK. He speaks Chinese Cantonese and English.

  • Financial Services
  • Operational Risk
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Christina McNamara

Christina McNamara is an Executive Director, Global Head of Due Diligence with S&P Global Market Intelligence Tax Solutions and Commercial Lead of Investor Onboarding within the firm's Networks & Regulatory Solutions business based out of New York. She has extensive experience working with global, regional and local financial institutions on their client onboarding, client lifecycle management and operations across various global regulatory regimes.Specifically, Christina has spent her career focusing on U.S. tax, including FATCA and QI regimes, and OECD CRS compliance initiatives, specialising in implementations and technology to drive automation. She was previously based in Singapore with S&P Global Market Intelligence from 2014 - 2020 leading our tax consulting practice and client due diligence solutions for APAC. She is a regular speaker at various industry events globally, including U.S., Canada, U.K, Australia, Singapore, Hong Kong, Thailand, Malaysia and Indonesia. She has also engaged in regional consultations held by regulators and industry bodies on regulations and guidance material relating to AEOI.Prior to joining S&P Global, Christina was a consultant and subject matter expert with PricewaterhouseCoopers

  • Financial Services
View Profile

Introducing Outreach360

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Blog Dec 15, 2022

How to Future-Proof Cross-Border Know Your Customer (KYC) Requirements

Blog Dec 05, 2022

No more bottleneck: KYC now integrated into Onboarding Accelerator

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Securities Finance May Snapshot 2023

Equities Commentary May 25, 2023

T-Bills trade higher in the repo markets as uncertainty takes hold

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