Markit Document Exchange for Investment Managers

For Buy-Side Firms

Specifically designed to help solve the headaches of providing critical documentation to counterparties and regulators, Markit offers a solution for buy-side firms to help streamline and manage document sharing requirements with counterparties.

Markit's Document Exchange solution is an easy-to-use, real-time, secure online resource for managing and distributing company constitutive, master agreement and regulatory documents. We help firms streamline processes and dramatically reduce the amount of paperwork while providing the ability to adapt quickly to regulatory and counterparty data requirements.

How It Works
Documents are submitted online, faxed or mailed to Markit. We provide full request tracking and management, including priority requests for deal settlement with service level agreements.

The documents are stored on our secure network with full redundancy, providing a level of integrated business continuity.

Security and Control
Access to documents is controlled by the buy-side and distribution is limited only to authorized users. Combined with multi-level permissioning, the service provides complete control and detailed audit logs.

Buy-side firms can distribute and maintain a variety of document types, including:

• Constitutive Documents – Account documentation, Certificates of Formation, Certificates of Authority, Corporate Resolutions, Articles of Association, Tax Forms, Memorandum of Association, etc.
• Master Agreements – Futures Trading Agreements, ISDA Master Agreements, Prime Broker Clearing Agreements, REPO Agreements, etc.
• Compliance Documents – Qualified Institutional Buyer (Rule 144a), Equity IPO Eligibility (Rule 2790), Reg S and more.