Institutional intelligence for negotiating and managing bank and service provider contracts and relationships

In this heightened regulatory environment, effective management of contracts is more crucial than ever—particularly when it comes to four key areas: Side Letters, Limited Partnership Agreements (LPAs), Credit Facilities, and Vendor Agreements. Mismanagement of any of these agreements can lead to regulatory breaches, costly penalties, and damaged reputations.

This guide provides a roadmap for covered financial entities to navigate DORA’s mandatory contract provisions and offers a strategic approach to reviewing and updating agreements to ensure compliance by the deadline.

View our step-by-step guide on launching and investment firm and how Quadrangle and QDS can assist with this endeavor. 

Read how Quadrangle can assist with managing the ongoing performance obligations and delivery requirements for these arrangements.

Read our summary of the critical areas of side letters and how QDS can assist you with managing your letters.

Here’s a guide to understanding when and why you may be entitled to upgraded terms in your vendor agreements.

An overview and summary of this repo arrangement and how Quadrangle can assist.

Here’s a guide to understanding when and why you may be entitled to upgraded terms.

Unlocking efficiency in counterparty onboarding is crucial for success in investment management.