FIA offers template agreements for market participants to use in negotiating clearing- and execution-related agreements with counterparties. 

FIA Control Agreement

Control Agreement - February 2007

Control Agreement - February 2007

Customer Limit Screening Agreement

Customer Limit Screening Agreement – May 2013

Customer Limit Screening Agreement FAQ - May 2013

Give-Up Screening Agreement

Give-Up Screening Agreement – March 2013

Give-Up Screening Agreement – March 2013

FIA-ISDA Cleared Derivatives Execution Agreement

Version 1.1

FIA-ISDA Cleared Derivatives Execution Agreement: Version 1.1 Memorandum

FIA-ISDA Cleared Derivatives Execution Agreement: Version 1.1 Full Text

Version 1.0

FIA-ISDA Cleared Derivatives Execution Agreement: Version 1.0 Memorandum 

FIA-ISDA Cleared Derivatives Execution Agreement: Execution Arrangement Comparison

FIA-ISDA Cleared Derivatives Addendum*

2012 FIA-ISDA Cleared Derivatives Addendum

2012 FIA-ISDA Cleared Derivatives Addendum

2018 Alternative FIA-ISDA Cleared Derivatives Addendum

2018 Alternative FIA-ISDA Cleared Derivatives Addendum

Cleared-Derivatives-Addendum - Comparison (2012 v 2018)

* The FIA-ISDA Cleared Derivatives Addendum is a template for use by cleared swaps market participants to document the relationship between a registered futures commission merchant (FCM) and its customer for purposes of clearing over-the-counter derivatives transactions (referred to as “Cleared Derivatives Transactions”) under US law.  The Addendum is generally designed to be a supplement to parties’ futures clearing agreement, and the Addendum will supersede that underlying agreement only with respect to Cleared Derivatives Transactions.  Among other provisions, the Addendum contains representations reflecting the US regulatory regime applicable to Cleared Derivatives Transactions, procedures for the FCM to close out and liquidate Cleared Derivatives Transactions following a Close-out Event or Tax Liquidation Event and tax provisions relating to Cleared Derivatives Transactions.  The 2018 Alternative FIA-ISDA Cleared Derivatives Addendum is an alternative to the FIA-ISDA Cleared Derivatives Addendum that ISDA and FIA published in 2012 and does not replace or supersede that form.