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Enum: USCFTCPREligibleCollateralEnum

Identifies US Eligible Collateral Assets classification categories based on Uncleared Margin Rules published by the CFTC and the US Prudential Regulator. Note: While the same basic categories exist in the CFTC and US Prudential Regulators margin rules, the precise definitions or application of those rules could differ between the two rules.

URI: common_domain_model:US_CFTC_PR_EligibleCollateralEnum

Permissible Values

Value Meaning Description
US_CFTC_PRType1 None Denotes immediately available cash funds denominated in USD, a major currency...
US_CFTC_PRType2 None Denotes a security that is issued by, or unconditionally guaranteed as to the...
US_CFTC_PRType3 None Denotes a security that is issued by, or unconditionally guaranteed as to the...
US_CFTC_PRType4 None Denotes a security that is issued by, or fully guaranteed as to the payment o...
US_CFTC_PRType5A None Denotes a publicly traded debt security issued by, or an asset-backed securit...
US_CFTC_PRType5B None Denotes a publicly traded debt security, but not an asset backed security, th...
US_CFTC_PRType6 None Denotes a security that is issued by, or fully guaranteed as to the payment o...
US_CFTC_PRType7 None Denotes publicly-traded debt, but not an asset backed security, that is inves...
US_CFTC_PRType8A None Denotes a publicly traded common equity security that is included in the Stan...
US_CFTC_PRType8B None Denotes a publicly traded common equity security that is included in the Sta...
US_CFTC_PRType8C None Denotes a publicly traded common equity security that is included in an index...
US_CFTC_PRType9 None Denotes securities in the form of redeemable securities in a pooled investmen...
US_CTFC_PRType10 None Denotes Gold

Slots

Name Description
us_CFTC_PR_EligibleCollateral Identifies US Eligible Collateral Assets classification categories based on U...

Identifier and Mapping Information

Schema Source

LinkML Source

name: US_CFTC_PR_EligibleCollateralEnum
description: 'Identifies US Eligible Collateral Assets classification categories based
  on Uncleared Margin Rules published by the CFTC and the US Prudential Regulator.
  Note: While the same basic categories exist in the CFTC and US Prudential Regulators
  margin rules, the precise definitions or application of those rules could differ
  between the two rules.'
from_schema: https://w3id.org/lmodel/common-domain-model
rank: 1000
permissible_values:
  US_CFTC_PRType1:
    text: US_CFTC_PRType1
    description: Denotes immediately available cash funds denominated in USD, a major
      currency, a currency of settlement for the uncleared swap.
  US_CFTC_PRType2:
    text: US_CFTC_PRType2
    description: Denotes a security that is issued by, or unconditionally guaranteed
      as to the timely payment of principal and interest by, the U.S. Department of
      the Treasury.
  US_CFTC_PRType3:
    text: US_CFTC_PRType3
    description: Denotes a security that is issued by, or unconditionally guaranteed
      as to the timely payment of principal and interest by, a U.S. government agency
      (other than the U.S. Department of Treasury) whose obligations are fully guaranteed
      by the full faith and credit of the United States government.
  US_CFTC_PRType4:
    text: US_CFTC_PRType4
    description: Denotes a security that is issued by, or fully guaranteed as to the
      payment of principal and interest by, the European Central Bank or a sovereign
      entity that is assigned no higher than a 20 percent risk weight under the capital
      rules applicable to swap dealers subject to regulation by a prudential regulator.
  US_CFTC_PRType5A:
    text: US_CFTC_PRType5A
    description: Denotes a publicly traded debt security issued by, or an asset-backed
      security fully guaranteed as to the timely payment of principal and interest
      by, a U.S. Government-sponsored enterprise that is operating with capital support
      or another form of direct financial assistance received from the U.S. government
      that enables the repayments of the U.S. Government-sponsored enterprise's eligible
      securities.
  US_CFTC_PRType5B:
    text: US_CFTC_PRType5B
    description: Denotes a publicly traded debt security, but not an asset backed
      security, that is investment grade and issued by a U.S. Government-sponsored
      enterprise that is not operating with capital support or another form of direct
      financial assistance received from the U.S. government.
  US_CFTC_PRType6:
    text: US_CFTC_PRType6
    description: Denotes a security that is issued by, or fully guaranteed as to the
      payment of principal and interest by, the Bank for International Settlements,
      the International Monetary Fund, or a multilateral development bank.
  US_CFTC_PRType7:
    text: US_CFTC_PRType7
    description: 'Denotes publicly-traded debt, but not an asset backed security,
      that is investment grade and is not a debt security issued by a  U.S. Government-sponsored
      enterprise. This category excludes a security issued by a non-bank financial
      institution supervised by the board of governors of the Federal Reserve System
      under Title I of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
      This category also excludes a security issued by any of the following entities,
      by a company that would be any of the following entities if it were the organized
      under the laws of the United States or any State, or in either case by an affiliate
      of such an entity: the party posting the collateral, a bank holding company,
      a savings and loan holding company, a U.S. intermediate holding company, a foreign
      bank, a depositary institution, a securities holding company, a broker, a dealer,
      a futures commission merchant, a swap dealer, or a security-based swap dealer.'
  US_CFTC_PRType8A:
    text: US_CFTC_PRType8A
    description: 'Denotes a publicly traded common equity security that is included
      in the Standard & Poor''s Composite 500 Index or related indexes. This category
      excludes a security issued by a non-bank financial institution supervised by
      the board of governors of the Federal Reserve System under Title I of the Dodd-Frank
      Wall Street Reform and Consumer Protection Act. This category also excludes
      a security issued by any of the following entities, by a company that would
      be any of the following entities if it were the organized under the laws of
      the United States or any State, or in either case by an affiliate of such an
      entity: the party posting the collateral, a bank holding company, a savings
      and loan holding company, a U.S. intermediate holding company, a foreign bank,
      a depositary institution, a securities holding company, a broker, a dealer,
      a futures commission merchant, a swap dealer, or a security-based swap dealer.'
  US_CFTC_PRType8B:
    text: US_CFTC_PRType8B
    description: ' Denotes a publicly traded common equity security that is included
      in the Standard & Poor''s Composite 1500 Index or related indexes. This category
      excludes a security issued by a non-bank financial institution supervised by
      the board of governors of the Federal Reserve System under Title I of the Dodd-Frank
      Wall Street Reform and Consumer Protection Act. This category also excludes
      a security issued by any of the following entities, by a company that would
      be any of the following entities if it were the organized under the laws of
      the United States or any State, or in either case by an affiliate of such an
      entity: the party posting the collateral, a bank holding company, a savings
      and loan holding company, a U.S. intermediate holding company, a foreign bank,
      a depositary institution, a securities holding company, a broker, a dealer,
      a futures commission merchant, a swap dealer, or a security-based swap dealer.'
  US_CFTC_PRType8C:
    text: US_CFTC_PRType8C
    description: 'Denotes a publicly traded common equity security that is included
      in an index that a regulated swap entity''s supervisor in a foreign jurisdiction
      recognizes for purposes of including publicly traded common equity as initial
      margin under applicable regulatory policy, if held in that foreign jurisdiction.
      This category excludes a security issued by a non-bank financial institution
      supervised by the board of governors of the Federal Reserve System under Title
      I of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This category
      also excludes a security issued by any of the following entities, by a company
      that would be any of the following entities if it were the organized under the
      laws of the United States or any State, or in either case by an affiliate of
      such an entity: the party posting the collateral, a bank holding company, a
      savings and loan holding company, a U.S. intermediate holding company, a foreign
      bank, a depositary institution, a securities holding company, a broker, a dealer,
      a futures commission merchant, a swap dealer, or a security-based swap dealer.'
  US_CFTC_PRType9:
    text: US_CFTC_PRType9
    description: 'Denotes securities in the form of redeemable securities in a pooled
      investment fund representing the security-holder''s proportional interest in
      the fund''s net assets and that are issued and redeemed only on the basis of
      the market value of the fund''s net assets prepared each business day after
      the security-holder makes its investment commitment or redemption request to
      the fund, if the fund''s investments are limited to the following: (A) securities
      that are issued by, or unconditionally guaranteed as to the timely payment of
      principal and interest by, the U.S. Department of the Treasury, and immediately-available
      cash funds denominated in U.S. dollars; or (B) securities denominated in a common
      currency and issued by, or fully guaranteed as to the payment of principal and
      interest by, the European Central Bank or a sovereign entity that is assigned
      no higher than a 20 percent risk weight under the capital rules applicable to
      swap dealers subject to regulation by a prudential regulator, and immediately-available
      cash funds denominated in the same currency; and (C) assets of the fund may
      not be transferred through securities lending, securities borrowing, repurchase
      agreements, reverse repurchase agreements, or other means that involve the fund
      having rights to acquire the same or similar assets from the transferee.'
  US_CTFC_PRType10:
    text: US_CTFC_PRType10
    description: Denotes Gold.