Joint Industry Working Group on ETD and OTC Cleared Products


September 20, 2017


New York, NY

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You are welcome to join fellow members of the Futures Industry Association, SIFMA Asset Management Group, and International Securities Association for Institutional Trade Communication (ISITC) to discuss ETD and OTC Cleared products processing pain points and develop industry best practices, including T and T+1 processing. This kick-off event will be followed by working group sessions to be held through the Fall and Winter. Workflows such as confirmations, commissions, and margin and collateral call communication will be addressed.

The three trade associations will collaborate on developing industry-wide market practice with standard protocols for ETD and OTC cleared products workflow, standardizing data fields in an effort to streamline processing and enable electronic messaging by FCMs, asset managers, asset servicers, utilities and vendors. The initial focus will be on ETD confirmation and margin call messaging.

The goals of this collaboration are to

  • Document workflow and data aggregation challenges for FCMs and their clients
  • Document common workflows and data standards that can be used with or without asset servicers and vendors. These standards could be used for various communication methods (e.g., SWIFT messages, vendor protocols).
  • Utilize messaging standards / standardized data points.


SIFMA Conference Center

120 Broadway
Floor 2
New York, NY 10271

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Located at 120 Broadway, a National Historic Landmark and a New York treasure, the SIFMA Conference Center is situated at the heart of New York’s Financial District.

With a rare combination of advanced technologies and sophistication, SIFMA’s Conference Center is fully furnished and equipped to offer unique features that stand alone amongst New York’s leading conference facilities.

Picture of venue

Hotel Accommodations

If you require hotel accommodation, a special SIFMA rate is available at the following:

Double Tree by Hilton Hotel – Financial District
8 Stone Street, New York, NY  10004, Phone# 212-480-9100
DISCOUNT: Corporate ID #0560038852

Club Quarters
52 William Street, New York, NY 10005, Phone# 212-269-6400

Residence Inn New York Downtown Manhattan / World Trade Center
170 Broadway, New York, NY 10007, Phone# 212-600-8900

Terms and Conditions

SIFMA reserves the right to remove, bar, or expel any attendee or guest from the conference for disruptive, disrespectful, or possibly illegal conduct, statements, or actions or for any reason which may tarnish the conference, SIFMA, or its members, in SIFMA’s sole discretion. SIFMA shall not refund any money paid for such attendee or guest to attend the conference, or for any travel expenses incurred to attend the conference.

Attendee Roster
For your name to be included in the Attendee Roster, your completed registration form and payment must be received no later than two weeks prior to the event. Registrations received after that time will not be included in the Roster.

Conference registration substitutions are welcome. Email [email protected] with the following information and we will confirm the change: original registrant’s full name, substitute registrant’s full name, mailing address, title, phone and email.

Refunds will be granted for cancellations made three weeks prior to the start of the event. All cancellation requests are subject to a $100 processing fee and must be made in writing.