USA / Canada (DDR) Onboarding
This document helps a new client understand the connectivity options available to the DDR service.
This document helps a new client understand the onboarding process to the DDR service.
Follow the links below to downlaod important legal and regulatory documents associated with reporting to the DDR (US and Canada).
Click on any of the links below to download the current onboarding pack, and Autoroute request form for the CFTC/Canada jurisdictions.
| # | Name | Description | Added On |
|---|---|---|---|
| 1 | DDR Onboarding Pack ASSET MANAGERS |
USA (CFTC) only. OTC Core only. Cross-asset. ZIP of XLS and Word docs. User agreements and other forms for use with onboarding asset managers. Version 14. |
22 July 2020 |
| 2 | DDR Onboarding Pack |
USA (CFTC) only. OTC Core only. Cross-asset. ZIP of XLS and Word docs. User agreements and other onboarding forms. Version 14. |
22 July 2020 |
| 3 | Onboarding Pack -Third Party Autoroute Requests |
This zip file contains the GTR DataTrak and AutoRoute Request Form v3.1 for Production and UAT. |
13 October 2020 |
| 4 | Onboarding Pack - Participant Autoroute Requests |
Version 5.0. The DataTrak/Autoroute form is designed with a DataTrak Input tab, and three (3) Autoroute tabs. Each Autoroute tab is for a specific jurisdiction. |
31 July 2019 |