Monthly Archives: March 2016

Off the Hook or Time to Prepare? Canada’s Derivative Clearing Rules Close to Final

In February, the Canadian Securities Administrators (CSA) published a revision to National Instrument 94-101 Mandatory Central Counterparty Clearing of Derivatives (proposed clearing rule) for a 90-day comment period. This proposed clearing rule sets out when certain over-the counter (OTC) derivatives are required to be cleared through a recognized or exempt…

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About The Author

Donna Bales
is a product development professional with a proven track record of managing complex capital market industry initiatives during times of significant market change and market structure reform. Donna is the founder and managing director of Balmoral Advisory, a boutique advisory firm that works with exchanges, regulators, technology firms, market participants and market data vendors to identify and evaluate business opportunities, understand and respond to changing industry/market dynamics and develop and implement strategies and solutions that make sense now and in the future. In addition she acts as a strategic advisor to an international consultancy firm, CollegeHill Asia and sits on the Board of 3Q Innovation, a non-profit that focuses on retraining and replacement of older workers after protracted unemployment. Originally from Canada, Donna holds a bachelor degree in Economics from the University of Western Ontario.