Notice 29 Aug 2025 sec, regulatory compliance, financial services, options clearing corporation, clearing member agreement

📄SEC Notice on Proposed Amendments to Clearing Member Agreement

The Securities and Exchange Commission announces the immediate effectiveness of a proposed rule change by The Options Clearing Corporation concerning the Clearing Member Agreement. The amendment removes the requirement for an Officer's Certificate, enhancing the application process for clearing membership by accommodating diverse corporate governance practices, ultimately streamlining administrative procedures.

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Notice 14 Aug 2025 compliance, sec, options clearing corporation, financial regulation, credit risk, intraday margin calls

📊SEC Approves OCC's New Intraday Margin Call Process

The Securities and Exchange Commission approved the Options Clearing Corporation's proposed rule change to enhance its portfolio revaluation process for intraday margin calls. This update allows for more frequent revaluation based on current positions, improving risk management and protecting against potential credit risks associated with clearing members' trading activities.

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Notice 4 Aug 2025 financial services, risk management, options clearing corporation, clearing agencies, rwd plan, securities regulations

📊OCC's Proposed Changes to Recovery and Wind-Down Plan

The SEC approved the Options Clearing Corporation's proposed modifications to its Recovery and Wind-Down Plan, incorporating new regulatory compliance measures. These changes ensure clarity in core service continuity and outline staffing roles and interconnections essential for effective operational resilience during recovery or wind-down scenarios.

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Notice 22 Jul 2025 regulatory compliance, securities, financial services, risk management, options clearing corporation, margin calls

📈SEC Proposes Rule Change on OCC's Margin Call Process

The Securities and Exchange Commission has announced a notice regarding the Options Clearing Corporation's proposed updates to its portfolio revaluation process aimed at enhancing management of intraday margin calls. This notice extends the review period for the proposed rule change, allowing the Commission more time to consider its implications for risk exposure management among clearing members.

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Notice 27 Jun 2025 options clearing corporation, risk management, liquidity, financial regulation, us, stress testing

📈OCC's Proposed Rule Changes for Enhanced Stress Testing Methodology

The Securities and Exchange Commission has published a notice regarding the Options Clearing Corporation's proposed amendments to its stress testing and liquidity risk management methodologies. The changes aim to enhance risk assessment capabilities by modifying scenario categorizations and updating documentation processes, fostering better financial resource management during market stresses.

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Notice 23 Jun 2025 sec, regulation, securities, financial compliance, options clearing corporation, recovery plan

📈SEC Notice on OCC's Revised Recovery and Wind-Down Plan

The SEC has announced the extension of the review period for proposed modifications to the Options Clearing Corporation's Recovery and Orderly Wind-Down Plan. This notice allows additional time for the SEC to assess the implications of the proposed rule changes, which aim to align with recent SEC regulations.

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Notice 2 Jun 2025 risk management, securities regulation, options clearing corporation, intraday trading, margin calls

📈Changes to Margin Call Process for Clearing Members Impacting Business Risk

The SEC has published a notice regarding a proposed rule change by the Options Clearing Corporation (OCC) to update its intraday margin call process. The new approach will incorporate real-time position evaluations, aiming to enhance risk management and reduce financial exposure for clearing members. These changes are designed to improve OCC's oversight of intraday trading risks.

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Notice 21 May 2025 financial regulations, liquidity, master repurchase agreement, options clearing corporation, securities exchange commission

💰OCC Proposes Changes to Master Repurchase Agreement for Liquidity

The Securities and Exchange Commission has issued a notice of no objection to The Options Clearing Corporation's proposed amendments to a Master Repurchase Agreement. These changes aim to enhance OCC's liquidity management and address risks associated with counterparty defaults, ultimately promoting financial stability in the options market.

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Notice 7 May 2025 options clearing corporation, recovery plan, regulatory compliance, financial stability, sec

📈OCC's Proposed Rule Change for Recovery and Wind-Down Plan

The Securities and Exchange Commission has published a notice concerning the proposed rule change by the Options Clearing Corporation, aimed at modifying its Recovery and Orderly Wind-Down Plan. This initiative intends to align with recently adopted SEC rules, enhancing transparency and efficacy in financial stability during extreme market conditions by identifying core services and necessary staffing roles.

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Notice 8 Apr 2025 operational loss fee, financial regulations, options clearing corporation, securities and exchange commission, clearing members, capital management policy

📈OCC Proposes Change to Operational Loss Fee Schedule

The SEC published notice about OCC's proposed rule change to modify the maximum aggregate Operational Loss Fee in its fee schedule. This adjustment aligns with OCC's Capital Management Policy to maintain liquidity and solvency thresholds, reflecting updated operating expenses based on the 2025 budget, ensuring financial integrity for Clearing Members.

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