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.

Helping you succeed

Meet some of our lawyers

Trusted General Counsel with deep expertise in financial documentation across the global banking sector

  • Over 20 years’ experience as a market-leading derivatives and structured finance lawyer at law firms and in-house, including the London Stock Exchange, Weil, Gotshal & Manges, Ashurst, Dresdner Kleinwort and Barclays Africa.
  • Known for delivering market-leading solutions for high volume, contract intensive legal work globally having led teams both in London and South Africa.
  • Successfully managed large service delivery teams dedicated to tier one financial services clients ensuring they exceed client quality and turnaround metrics.

Skilled derivatives financial documentation negotiator and team leader

  • Qualified lawyer with a LLM from Stockholm University as well as the University of Cape Town and LLB from SOAS University of London.
  • Specialises in the drafting, review and negotiation of OTC derivatives, securities lending and associated documentation
  • Experience includes managing an offshore BAU team of derivatives negotiators working for a tier 1 global investment bank
  • Other experience includes regulatory repapering projects

Highly qualified in-house lawyer and regulatory advisor

  • Dual qualified in England and Wales and in New Zealand.
  • Experienced in analysing and implementing financial regulation including EMIR, certain aspects of MiFID2, PSD2, IOSCO/EMIR margin requirements for uncleared OTC derivatives, benchmarks and IBOR reform.
  • 20+ years’ financial markets expertise in derivatives and foreign exchange, ISDA documentation and complex structured transactions.
  • Built and managed teams of 20+ staff as Head of Legal and as a Business Manager.

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