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Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) – Euro Amendment (1999) – Guidance Notes

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) – Euro Amendment (1999)

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) Amendment (1998) – Guidance Notes

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) Amendment (1998)

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) Overview (1993 Version)

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) – 2017 Amendment to 1993 Master Securities Lending Agreement

Amendment may be used in connection with the move to T+2 settlement in September 2017

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) – Annex I-A, Agent Lender Disclosure (2005)

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) – Guidance Notes (2000 Version)

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) (2000 Version)

An agreement for use when parties may enter into transactions in which one party (a “Lender”) will lend to the…

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) – 2017 Amendment to 2000 Master Securities Lending Agreement

Amendment may be used in connection with the move to T+2 settlement in September 2017

Type:

Date:

June 29, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement (MSLA) (2017 Version)

The 2017 version of the MSLA incorporates the most recent 2017 amendment that dealt with T+2 issues and also updates…

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Master Agreements

Master Securities Loan Agreement – Annex I-A (PDF)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Master Agreements

Agency Lending Disclosure – Sample Confidentiality Agreements (PDF)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Securities Lending – Securities Lending Customer Risk Disclosure Document

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Securities Lending – Information Statement in accordance with Article 15 of the Securities Financing Transactions Regulation

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agent Lenders Instructions to Getting Started with ALD Compliance

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure Taskforce: Issues Identified During Group-wide Testing of the Daily Loan and Non-cash Collateral Files

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure Taskforce: Daily Loan Files Scenarios (Excel)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure Taskforce: Daily Loan Data File (Excel)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure Taskforce: Daily Files Testing Issues Log with Sample Data (Excel)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Tax ID and DTCC ID Matrix (Excel)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Original ALD Proposal from 2003 (Word)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Non Cash Collateral File (Excel)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – No Action Letter (PDF)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – No Action Letter (Blacklined) (PDF)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Escalation Process Flows for Broker-Dealers (PPT)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Escalation Process Flows for Agent Lenders (PPT)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Credit Master File (Excel)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Credit Incremental Add and Delete File (Excel)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Credit Borrower’s Response File (Excel)

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Compliance Testing Guide

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – Compliance Testing Guide

Type:

Date:

March 31, 2024

Issues:

Securities Lending, Market Practices

Agency Lending Disclosure – A-Z Guide to Agency Lending Disclosure

A comprehensive set of guidelines for broker-dealers and agent lenders participating in securities lending on an agency basis.

Type:

Date:

February 20, 2024

Issues:

Securities Lending, Master Agreements

Basic Set Up Instructions for Agent Lenders

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