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/FR 2052a Referencev2025-02-26
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O.O.18·Outflows: Other

Unfunded Term Margin

Definition

Refers to any unfunded contractual commitment to lend to a brokerage customer on margin for a specified duration greater than one day.

Refers to any unfunded contractual commitment to lend to a brokerage customer on margin for a specified duration greater than one day. Report the minimum contractually committed term that would be in effect upon a customer draw from the margin facility using the O.O.[Maturity Bucket] field.

Applicable fields: product, sub_product, counterparty, maturity_bucket, currency, market_value, reporting_entity.

Reporting Notes

Report the minimum contractually committed term that would be in effect upon a customer draw from the margin facility using the O.O.[Maturity Bucket] field.

Version History

2025-02-26

Current version