"Your  understanding of the capital markets and regulatory environment allowed us to advance our strategy and acheive our business goals" Paul Reeve

Case Studies

Case Study One – Subject Matter Expert for Transaction Reporting of Fixed Income and Repo Product. 


Background – A Canadian regulator sought advice on the implementation of rules for post-trade transaction reporting of fixed income and repo product.


Solution – Balmoral Advisory worked closely with the regulator to finalize the rules for debt transaction reporting. The engagement involved providing advice on the content of the rule and working with internal and external stakeholders on the structure of the trade file including agreement on data format and common data definitions.


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