Managing Derivatives Risk: Guidelines for end-users of derivatives (2002)

This second edition of the original publication has been substantially updated to take account of the impact of technology, industry consolidation and globalisation on firms and institutions operating in the trading environment.

Price: On application
To download the Guidelines please click here (pdf file)
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Guidelines for the Procurement and Outsourcing of IT Services (2001)

This publication addresses the growing need for guidance on how to adopt a structured approach to sourcing projects, manage the attendant risks and comply with regulatory obligations. The guidelines also provide insight into how to address some of the issues and avoid some of the pitfalls that can prevent a firm from securing maximum benefit from sourcing projects.

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Guidelines for Market Users of the London Metal Exchange (2000)

"Guidelines for Market Users of the London Metal Exchange" is designed to enhance customer awareness of the differences in trading practices on the LME. It sets out a number of practical recommendations which are consistent with best practice in managing risk generally.

Price: Complimentary (subject to postage)
To download the Guidelines please click here (pdf file)

FOA Year 2000 Best Practice Guidelines (1998)

The FOA Year 2000 Best Practice Guidelines, formally endorsed by the Bank of England, were launched on 1 December 1998. It is hoped that the common standard set by the Guidelines for self-certification for millennium readiness will be adopted across the industry and help to reduce the burden currently being experienced by all firms.

Price: Complimentary
To download the Guidelines please click here (pdf file)

Managing Derivatives Risk: Guidelines for End-Users (1995)

Compiled by a working group of leading lawyers, accountants, practitioners and users in the derivatives industry, this publication provides a comprehensive and practical guide to the kind of procedures, controls and documentation a company should have in place when using derivative products. Twelve thousand copies are now in circulation and use around the world.

Price: £25 per copy
To order please email the Publications Department.

The International Uniform Give-Up Agreement

Developed by the FIA, LIFFE, FOA and MFA, this standard agreement is now accepted for use on all US and UK markets, as well as on SFE, and Paris Bourse.

Price: Complimentary
To download the Give-Up Agreement please click here (pdf file)