[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

FpML-MWG40 option exercise - updated



All,

 

First of all, we published yesterday the first working draft for version
4.2 including our work in the MWG. I’d like to thank everybody for their
contributions. The working draft is available at:
<http://www.fpml.org/spec/2005/wd-fpml-4-2-2005-05-04/>
http://www.fpml.org/spec/2005/wd-fpml-4-2-2005-05-04/ 

 

The only remaining point in our things to do, besides refining the
published material, is option exercise. We briefly discussed Matthew’s
proposal in the last meeting. I have updated it according to the comments
I got:

-          Naming “option” element - it’s more a reference to an
existing option trade. A suggestion was to name it “originalTrade” -
Done.

-          Create a container called exerciseCharacteristics containing
the timing information and whether the option exercise is full or partial.
- Done.

-          Do we need the information of the underlying asset if it is a
full exercise? Participants don’t think so. Asset information should be
contained inside “partial” element. - Done.

-          Reuse the existing underlying asset elements instead of
creating a new asset component and add effective/termination dates if
necessary..- Done. I reused the underlying asset element and I added the
effective/termination dates in simpleIrSwap, simpleCreditDefaultSwap, and
simpleFra. 

*         It’s still open whether these dates should be adjusted or
adjustable.

-          In case of physical settlement, after the option exercise
notification, should we send a message back with the updated product
information? - in case of Bermudan options the start date is relative to
the exercise date. - Not done.

 

-          It’s still not clear to me the physical settlement part. I put
a reference pointing to the underlying asset (which will be contained
inside partial exercise) since effective/termination dates will be
included in the underlying physical swap/security. But I am not sure I am
doing this correctly.

 

See jpg and updated schema files.

 

Let me know your thoughts on this.

 

Best Regards,

-Marc

+1-212-901-6028

 

<<attachment: winmail.dat>>