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RE: FpML-EQD FpML EQD Agenda 1400 LDN Fri 06 May 2008 v2



Apologies, I cannot attend today.  -Jim


From: eqdwg@xxxxxxxx [mailto:eqdwg@xxxxxxxx] On Behalf Of andrew.p.parry@xxxxxxxxxxxx
Sent: Friday, June 06, 2008 3:36 AM
To: eqdwg@xxxxxxxx
Subject: FpML-EQD FpML EQD Agenda 1400 LDN Fri 06 May 2008 v2
Importance: High


* Supporting Materials



* Telephone Conference

US: 1 888 481 3032
UK: 0 800 904 7961
Intl: 1 617 801 9600

Participant code: 8682747


* Agenda

1. Actions from 1400 LDN Fri 16 May 2008

TA/JC create further Swaps Wire proposal for inclusion in FpML-4-4-LCWD-2
MG confirm that Swaps Wire interest leg date type proposal is consistent with existing date type
LL arrange area on FpML website to host XQuery implementation of FpML business rules
RM contact Harry McAllister ( IRD WG Chair ) for advice on approach to compounding spread proposal
RM create compounding spread proposal
MR provide list of business rule condition and context
IY correct validation examples recorded as issues 703, 704, 705, 706


2. Swaps Wire Interest Leg proposal

MG now confirms that FpML-4-3 is closed, this work must be included in FpML-4-4 onwards


3. Swaps Wire Coding Scheme proposal

ISDA have produced a draft of the 2008 Open Market Option annex for AEJ, the following addition is propoosed for the
master confirmation type scheme ( current version is "master-confirmation-type-5-7.xml" )

 <Row>
            <Value>
<SimpleValue>ISDA2008EquityOptionAsiaExcludingJapan</SimpleValue>
            </Value>
            <Value>
               <SimpleValue>FpML</SimpleValue>
            </Value>
            <Value>
               <SimpleValue>The Cash-settled Open Market Equity Option
Annex to the ISDA 2008 AEJ (Asia Excluding Japan) Master Equity
Derivatives Confirmation Agreement applies.</SimpleValue>
            </Value>
         </Row>


4. Time scale for seperation of schema and coding scheme values

Either a date for implementation, or the date when we can expect a decision

This is of particular interest to this group given the diversity of ISDA documentation we must support, which does
not always require schema changes

5. DTCC Compounding Spread Proposal

Please see attached zip file, sub directory "DTCC"

6. Moving second order derivatives into FpML-4-5, Scope of FpML-4-5

I propose that we move EQD second order derivatives ( Option on Correlation Swap, Option on Dividend Swap, Option on Variance Swap )
into FpML-4-5, to allow time for finalised ISDA documentation, and more input from the group

Product scope of FpML-4-5 would be

Option on Variance Swap ( ISDA draft in progress )
Variance Swap on Dispersion Underlyer ( ISDA draft in progress )

and in addition, if there is sufficient interest

Option on Correlation Swap
Option on Dividend Swap

other products will be added, or existing products amended on a demand led basis

7. EUR Var Dispersion Proposal

Please see attached zip file, sub directory "EURVarDispersion"

8. Issues

http://www.fpml.org/issues/view.php?id=703
http://www.fpml.org/issues/view.php?id=701
http://www.fpml.org/issues/view.php?id=699
http://www.fpml.org/issues/view.php?id=684
http://www.fpml.org/issues/view.php?id=685
http://www.fpml.org/issues/view.php?id=698
http://www.fpml.org/issues/view.php?id=700
http://www.fpml.org/issues/view.php?id=702
http://www.fpml.org/issues/view.php?id=682
http://www.fpml.org/issues/view.php?id=672
http://www.fpml.org/issues/view.php?id=686
http://www.fpml.org/issues/view.php?id=683
http://www.fpml.org/issues/view.php?id=679
http://www.fpml.org/issues/view.php?id=675
http://www.fpml.org/issues/view.php?id=677

9. AOB

Andrew Parry
+44 20 7325 1486
Exotics and Hybrids Architecture
JP Morgan


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