Skip to the main content.

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.

digital data stream

UMR Resources

blue data trend chart
Brochure

Uncleared Margin Rules (UMR)

Learn More

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

Learn More
digital globe with flares
BLOG

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

Learn More

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

Learn More
coins with a financial data overlay
BLOG

Lessons Learned from Uncleared Margin Rules Phase 6

Learn More

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

Learn More
blue data cubes
Infographic

7 Steps to Seamless UMR Phase 7 Go-Live

Learn More

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

Learn More
dark green money background
Whitepaper

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

Learn More

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

Learn More