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Version date: 3 January 2018 - onwards
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Article 25 Due diligence assessments of prospective clearing clients

(Article 17(6) of Directive 2014/65/EU)

1. A clearing firm shall make an initial assessment of a prospective clearing client, taking into account the nature, scale and complexity of the prospective clearing client's business. Each prospective clearing client shall be assessed against the following criteria:

(a) credit strength, including any guarantees given;

(b) internal risk control systems;

(c) intended trading strategy;

(d) payment systems and arrangements that enable the prospective clearing client to ensure a timely transfer of assets or cash as margin, as required by the clearing firm in relation to the clearing services it provides;

(e) systems settings and access to information that helps the prospective clearing client to respect any maximum trading limit agreed with the clearing firm;

(f) any collateral provided to the clearing firm by the prospective clearing client;

(g) operational resources, including technological interfaces and connectivity;

(h) any involvement of the p

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