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OTC Documentation - Introductory

This workshop is available via the following modes of delivery:

TITLE: Introductory OTC Documentation
CE: 3hrs Regulation & Compliance
FEE: Member - $858.00 including GST
Non Member - $1,067.00 including GST
Package rates available
Sydney TBA, 2020
9:00am - 12:30pm


This half-day workshop uses short lectures, case studies and deal types to introduce you to the key concepts and issues around the documentation of derivatives. The workshop focuses on the ISDA 2002 Master Agreement and Schedule. 

Who is it for?

This basic to intermediate-level workshop is for financial markets participants who are new to a role that exposes them to derivatives documentation. It is suitable for analysts, compliance managers, corporate treasurers, dealers, fund managers, legal counsel, risk managers, settlements staff and other treasury operations personnel. The content of this workshop can also be tailored to suit a particular firm and offered in-house.

What will you learn?

By the end of this workshop, you should be able to:

  • identify and outline the features of some core derivatives products
  • explain why a master agreement is necessary
  • outline the main provisions of the Schedule to the ISDA Master Agreement and identify the key negotiation issues
  • use the main components of the AFMA Guide to Australian OTC Transactions
  • explain the concept of netting.


Jamie Hutchinson

Jamie has over 25 years working experience in the areas of financial markets, banking and general corporate law in Australia, England and Germany. He worked for King & Wood Mallesons, where he advised on derivatives. He was Deputy General Counsel at Deutsche Bank in Sydney, where his responsibilities included financial markets, debt capital markets and managing the documentation group. Jamie chaired AFMA’s documentation committee for 8 years and chaired AFMA's debt capital markets documentation working group. He has presented on OTC documentation for AFMA since 1995 and for ISDA at several conferences.

Scott Farrell, Partner, King & Wood Mallesons

Scott leads the legal team which advises ISDA and AFMA on netting, collateral, regulatory and other derivatives matters. His team also advises other international financial market industry bodies and markets and clearing systems on related matters. Scott lectures on derivatives for Master of Laws courses at the University of New South Wales and the University of Sydney. When facilitating this workshop Scott presents jointly with his associates from King & Wood Mallesons.

Claire Warren, Senior Associate, King & Wood Mallesons

Claire Warren is a senior associate at King & Wood Mallesons in Sydney. She advises both buy and sell-side entities in negotiating ISDA documentation as well as novel and complex derivative structures and also works regularly with clients advising on clearing systems, collateral, netting, securities lending, repos and prime brokerage. Claire is a qualified Solicitor in England & Wales and brings extensive experience of derivatives markets having worked as a lawyer in London both before and through the GFC.

Roslyn Hinchliffe, Senior Associate, King & Wood Mallesons

Roslyn Hinchliffe is a senior associate at King & Wood Mallesons in Sydney. Roslyn’s derivative practice includes assisting clients with ISDA documentation, complex structured products, financial market transactions (including in respect of the energy sector), regulation of the OTC derivatives market, financial market infrastructure and other derivatives matters. Roslyn also has experience in relation to these matters through secondments in the financial industry and from her work as a lawyer at the corporate regulator prior to joining King & Wood Mallesons.


Going through the ISDA Master Agreement line by line helped to clarify a lot of issues and helped to increase my understanding of the clauses.

Expert presenter, great explanations of both commercial and legal issues.

Very beneficial and excellent course presenters.

A very clear and concise presentation on a technically difficult area which assisted me to understand OTC documentation.