Financial documentation

Handling the relentless pressure of budget restraints, regulatory change and managing risk

Working with clients to deliver quality financial documentation efficiently and cost effectively.

Struggling to scale quickly to meet surge capacity?

Rely on our flexible platform and team.

Under pressure to reduce costs and maintain quality?

Together we can deliver both.

Considering an integrated service?

Collaboration is in our DNA.

How we work with you

BAU and flow

Our right-sourcing advantage, scaling from a single, on-site resource to virtual fully-managed, multi-skilled offsite and offshore teams, provides you higher-quality services at excellent value.

Regulatory compliance projects

We handle basic and complex regulatory reform challenges to reduce time and streamline tasks across the end-to-end process.


Our tech-enabled specialist teams are matched to the required work-type and experience level, delivering sustainable solutions.

Don't just take our word for it

Libor repapering solution for global investment bank

Hybrid resourcing solution combining onshore legal and project management expertise with offshore managed legal delivery.

Integrated team of 34 resources working across the UK and South Africa.

Reviewing loan agreements and handling client outreaches and negotiations.

MiFID II and GDPR compliance support with law firm delivery partner for US headquartered investment banks

Managed end-to-end process from set-up to execution of final documentation.

Repapered or set up over 3,500 consents, policies and master trading documents across many jurisdictions papered under UK or US Law to be MiFID II compliant.

With client, documented separate data privacy notices for 38,000-strong client base to meet GDPR requirements.

Cost effective delivery model for global investment banks and international asset managers

Designed and implemented an operating model which included integrating a dedicated Cognia team working as an extension of the client’s in-house legal function.

Supported multi-jurisdictional and multi-governing law BAU derivative documentation negotiations alongside the internal client team based in New York and Paris.

Types of financial documentation we deliver

Global markets

ISDA Master Agreements

ISDA Credit Support Annexes (VM & IM)

OTC clearing agreements

Listed derivatives clearing agreements

Give-up agreements

Commodities trading agreements

Banking & finance

Global Master Repurchase Agreements

Global Master Securities Lending Agreements

Prime brokerage agreements

Loan & financing documentation

Structured products

Equity Linked Notes

Credit Linked Notes

Third Party Issuances

Stand-alone Issuances

Banking agreements

Non-disclosure agreements

Terms of business

Engagement letters

Brokerage agreements

Distribution agreements