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Type:

Date:

April 30, 2025

Issues:

Master Agreements, Cross Product

Guidance Notes to the Master Securities Forward Transaction Agreement (MSFTA) – December 2012

Type:

Date:

April 30, 2025

Issues:

Master Agreements, Cross Product

2018 Amendment to 2012 Master Securities Forward Transaction Agreement

Type:

Date:

January 22, 2025

Issues:

US Treasury, Master Agreements

2025 SIFMA AMG Sample Terms for Clearing Member Default Master Treasury Securities Clearing Agreement – Done-With

Type:

Date:

January 22, 2025

Issues:

US Treasury, Master Agreements

Modules to the 2024 SIFMA Done-With Treasury Clearing Annex

Type:

Date:

January 7, 2025

Issues:

Master Agreements, Corporate Bonds

Syndicate Communication: Open Contractual Commitment

Type:

Date:

December 18, 2024

Issues:

US Treasury, Master Agreements

Schedule to the 2024 SIFMA Form of Amendment to FICC Clearing Agreement

Type:

Date:

December 18, 2024

Issues:

US Treasury, Master Agreements

SIFMA Form of Amendment to Existing FICC Clearing Agreements

Type:

Date:

December 18, 2024

Issues:

US Treasury, Master Agreements

Schedule to the 2024 Done-With Treasury Clearing Annex

Type:

Date:

December 18, 2024

Issues:

US Treasury, Master Agreements

2024 SIFMA Done-With Treasury Clearing Annex

Type:

Date:

September 25, 2024

Issues:

US Treasury, Master Agreements

2024 SIFMA Master Treasury Securities Clearing Agreement – Done-With

Type:

Date:

September 25, 2024

Issues:

US Treasury, Master Agreements

Schedule to the 2024 SIFMA Master Treasury Securities Clearing Agreement – Done-With

Type:

Date:

September 25, 2024

Issues:

US Treasury, Master Agreements

Modules to the 2024 SIFMA Master Treasury Securities Clearing Agreement – Done-With

Type:

Date:

September 5, 2024

Issues:

Master Agreements, Cross Product

Revised Master Agreement Among Underwriters (MAAU) – Redline (2023 vs 2022)

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:

US Treasury, Master Agreements

Master Securities Loan Agreement (1993 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) – 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:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Japanese Securities Annex (1995 Version)

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Supplemental Guidance Notes

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Notice of Principal Changes from November 1992 Version

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – GMRA Guidance Notes (1995 Version)

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Amendment Agreement (1995 Version)

A global agreement for use when parties may enter into transactions in which one party (a “Seller”), acting through a…

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Japanese Securities Annex (2000 Version)

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Italian Annex – Supplemental Terms and Conditions for Transactions in Italian Domestic Purchased Securities or Italian Bonds

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Guidance Notes to the Equities Annex

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Equities Annex – Supplemental Terms and Conditions for Transactions in Equities

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Canadian Annex

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Buy/Sell Back Annex – Supplemental Terms and Conditions for Buy/Sell Back Transactions

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Bills Annex – Supplemental Terms and Conditions for Transactions in Treasury Bills, Local Authority Bills, Bills of Exchange and Certificates of Deposit

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Agency Annex – Supplemental Terms and Conditions for Agency Transactions

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Australian Financial Market Association (AFMA) – Annex I

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – GMRA Mini Close-out Form

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Notes on Opinions Jointly Obtained by ISMA and TBMA

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Blackline of 2000 to 1995 Version

Comparison 2000 v. 1995 Version

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Amendment Agreement (2000 Version)

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Guidance Notes – Spanish

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Guidance Notes – Spanish

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Guidance Notes – Italian

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Guidance Notes – German

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Guidance Notes – French

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – Guidance Notes – English

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA) – 2000 Version

A global agreement for use when parties may enter into transactions in which one party (a “Seller”), acting through a…

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Global Master Repurchase Agreement (GMRA)

A global agreement for use when parties may enter into transactions in which one party (a “Seller”), acting through a…

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Annex IX – Guidance Notes

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Annex IX – Legal Opinion

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Annex IX – Transactions Involving Certain Japanese Financial Institutions

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Annex VIII – Guidance Notes

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Annex VIII – Transactions in Equity Securities

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Guidance Notes for Annex III Amendment (Tax Changes/FATCA)

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Annex III Amendment (Tax Changes/FATCA)

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Annex I – Guidance Notes

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Annex I – Supplemental Terms and Conditions

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Amendment to the Master Repurchase Agreement (1987 or 1996 Version)

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Supplemental Guidance Notes

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA) – Guidance Notes

Type:

Date:

June 29, 2024

Issues:

US Treasury, Master Agreements

Master Repurchase Agreement (MRA)

An agreement for use when parties may enter into transactions in which one party (a “Seller”) agrees to transfer to…

Type:

Date:

April 1, 2024

Issues:

TBA Market, Master Agreements

TBA Market Governance – Trade Assignments Agreement

Type:

Date:

April 1, 2024

Issues:

TBA Market, Master Agreements

TBA Market Governance – Master Securities Forward Transaction Agreement (MSFTA)

Type:

Date:

April 1, 2024

Issues:

TBA Market, Master Agreements

Securitized Products – TBA Market Governance – 2017 Amendment to 2012 Master Securities Forward Transaction Agreement

Type:

Date:

March 31, 2024

Issues:

Swaps, Master Agreements

Swaps – SIFMA AMG Institutional Exception Model Letter

Type:

Date:

March 31, 2024

Issues:

Securitized Products, Master Agreements

Securitized Products – Trade Assignment Agreement

Type:

Date:

March 31, 2024

Issues:

Securitized Products, Master Agreements

Securitized Products – Model Asset-Level Disclosure Click-Through Agreement – Version 3

Type:

Date:

March 31, 2024

Issues:

Securitized Products, Master Agreements

Securitized Products – Model Asset-Level Disclosure Click-Through Agreement – Version 2

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 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Disclosure Statement of Municipal Advisor Form

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Model Joint Account Agreement

Created for the purpose of forming a joint trading account for the joint and several purchase and sale of municipal…

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Model Bond Purchase Agreement: Terms and Acceptance

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Model Bond Purchase Agreement: General Provisions and Conditions

Intended for use in connection with governmental tax or revenue-supported securities, including fixed, variable rate, auction and credit enhanced securities.…

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Master Selling Group Agreement

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Disclosure Letter for Existing Municipal Advisor Agreement Form

Type:

Date:

March 30, 2024

Issues:

Master Agreements, GSE Securities

Government Sponsored Enterprises (GSE) – Negative Consent Amendment to Master Agreement (2011)

Type:

Date:

March 30, 2024

Issues:

Master Agreements, GSE Securities

Government Sponsored Enterprises (GSE) – Master Agreement for Guidelines on Delivery of Offering Materials Relating to GSE Securities (2011)

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Equity Markets

Equity Markets – Section 16 Authorization Letter & Background Information – Reporting Procedure for Transfers Involving Equity Securities

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Equity Markets

Equity Markets – IPO Certification – Certificate for the Purchase of Initial Public Offerings of Equity Securities (NASD Rule 2790)

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Investment-Grade Bond Optional Redemption (without Par Call) – Model Provision

Market participants have expressed the need for standardized language in investment-grade bond optional redemption provisions. SIFMA assembled a working group…

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Investment-Grade Bond Optional Redemption (with Par Call) – Model Provision

Market participants have expressed the need for standardized language in investment-grade bond optional redemption provisions. SIFMA assembled a working group…

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Investment-Grade Bond Optional Redemption – Presentation

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Investment-Grade Bond Optional Redemption – Model Provision

Market participants have expressed the need for standardized language in investment-grade bond optional redemption provisions. SIFMA assembled a working group…

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Investment-Grade Bond Optional Redemption – Executive Summary

Type:

Date:

March 30, 2024

Issues:

Prime Brokerage, Master Agreements

Prime Brokerage – Capital Introduction – Model Disclosure

Type:

Date:

March 30, 2024

Issues:

Prime Brokerage, Master Agreements

Prime Brokerage – Capital Introduction – Sample Disclosure

This model disclosure is intended to accompany communications about an SEC-registered investment adviser or a private fund advised by such…

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

OTC Option Transactions – U.S. Treasury Securities, Master Dealer Agreement (1989 Version)

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Master OTC Options Agreement (2000 Version) – Guidance Notes

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Master OTC Options Agreement (2000 Version)

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Legal Entity Identifier (LEI) – Memo RE: Customer Due Diligence Beneficial Ownership Requirements

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Legal Entity Identifier (LEI) – Guidelines Relating to Trade Assignments of TBA Transaction

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Legal Entity Identifier (LEI) – 25% Ownership — Certification Regarding Beneficial Owners of LEI

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Legal Entity Identifier (LEI) – 10% Ownership –Certification Regarding Beneficial Owners of LEI

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Guidance on JOBS ACT Rule 506(c) Verification (2014)

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Sample Provisions for FCM Customer Agreements for Separate Accounts – Draft Sample Provisions for FCM Customer Agreements for Separate Accounts

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Sample Disclosure Language – Auction Rate Securities (ARS)

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Revised Master Selected Dealers Agreement (MSDA) Blackline of January 4, 2019 version against June 10, 2011 version

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Revised Master Selected Dealers Agreement (MSDA) Blackline against January 4, 2019 version

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Revised Master Selected Dealers Agreement (MSDA) (2019)

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Revised Master Agreement Among Underwriters (MAAU) (2020)

An agreement setting forth the legal relationships between syndicate members and permitting the efficient execution of one standardized agreement rather…

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Revised Master Agreement Among Underwriters (MAAU) – Blackline (2020 vs 2019)

Type:

Date:

March 30, 2024

Issues:

Master Agreements, Cross Product

Revised Master Agreement Among Underwriters (MAAU) – Blackline (2019 vs 2018)

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Revised Master Agreement Among Underwriters (MAAU) – Blackline (2018 vs 2014)

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Revised Master Agreement Among Underwriters (MAAU) – December 20, 2022

The agreement was last revised on December 20, 2022 to reflect the amendments to FINRA Rule 11880 for public offerings…

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Memo addressing Application of the U.S. QFC Stay Rules to Underwriting and Similar Agreements

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Master Securities Forward Transaction Agreement (MSFTA) – Guidance Notes (1996)

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Master Securities Forward Transaction Agreement (MSFTA) – 1996 Version

Type:

Date:

March 29, 2024

Issues:

Prime Brokerage, Master Agreements

Prime Brokerage – Clearance Agreement (Form 151)

An agreement between a clearing broker and a customer whereby the clearing broker clears prime brokerage transactions.

Type:

Date:

March 29, 2024

Issues:

Prime Brokerage, Master Agreements

Prime Brokerage – Brokerage Agreement (Form 150)

An agreement between a prime broker and an executing broker whereby the prime broker provides prime brokerage services in compliance…

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Electronic Access and Trading Agreement

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Cross-Product Master Agreement (CPMA), Cross-Affiliate Version 2 (2003) – Guidance Notes

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Cross-Product Master Agreement (CPMA), Cross-Affiliate Version 2 (2003)

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Cross-Product Master Agreement (CPMA) (2000) Joint Trade Association Release

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Cross-Product Master Agreement (CPMA) (2000) – Guidance Notes

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Cross-Product Master Agreement (CPMA) (2000)

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Cross-Product Master Agreement (CPMA) – Notice to Members (2000)

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Cross Product Master Agreement (2003)

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Broker-Dealer Agreement – Auction Rate Securities (ARS)

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Broker or Dealer Special Omnibus Account Agreement (Form 11)

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Auction Agency Agreement – Auction Rate Securities (ARS)

Agreement between a trustee and auction agent.

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Application of the U.S. QFC Stay Rules to Underwriting and Similar Agreements – 2018 Memorandum

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Corporate Bonds

Model Commercial Paper Dealer Agreement, 4(2) Program – Guidance Notes

Model dealer agreements for commercial paper and guaranteed commercial paper issued pursuant to Sections 4(2) and 3(a)(3) of the Securities…

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Corporate Bonds

Model Commercial Paper Dealer Agreement, 4(2) Program

Model dealer agreements for commercial paper and guaranteed commercial paper issued pursuant to Sections 4(2) and 3(a)(3) of the Securities…

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Corporate Bonds

Model Commercial Paper Dealer Agreement, 3(a)(3) Program – Guidance Notes

Model dealer agreements for commercial paper and guaranteed commercial paper issued pursuant to Sections 4(2) and 3(a)(3) of the Securities…

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Corporate Bonds

Model Commercial Paper Dealer Agreement, 3(a)(3) Program

Model dealer agreements for commercial paper and guaranteed commercial paper issued pursuant to Sections 4(2) and 3(a)(3) of the Securities…

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Corporate Bonds

Guaranteed Commercial Paper Dealer Agreement 4(2) Program – Guidance Notes

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Corporate Bonds

Guaranteed Commercial Paper Dealer Agreement 4(2) Program

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Corporate Bonds

Guaranteed Commercial Paper Dealer Agreement 3(a)(3) Program – Guidance Notes

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Corporate Bonds

Guaranteed Commercial Paper Dealer Agreement 3(a)(3) Program

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Corporate Bonds

Global Commercial Paper Dealer Agreement – Guidance Notes

Type:

Date:

March 29, 2024

Issues:

Master Agreements, Cross Product

Global Commercial Paper Dealer Agreement

Type:

Date:

February 20, 2024

Issues:

Securities Lending, Master Agreements

Basic Set Up Instructions for Agent Lenders

Type:

Date:

August 14, 2023

Issues:

Master Agreements, Cross Product

Revised Master Agreement Among Underwriters (MAAU) – updated August 14, 2023

The agreement (docx) was last revised on August 14, 2023 in regards to the SEC’s June 2023 amendment to Regulation M.

Type:

Date:

March 9, 2017

Issues:

TBA Market, Master Agreements

2022 Amendment to 2012 Master Securities Forward Transaction Agreement (Form of Amendment to MSFTA to Conform with FINRA 4210)

About SIFMA

SIFMA is the voice of the U.S. securities industry. We advocate for effective and resilient capital markets.

SIFMA is a member of the GFMA Alliance

Global Financial Markets Association Securities Industry and Financial Markets Association Association for Financial Markets in Europe Asia Securities Industry & Financial Markets Association

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