Business Structure: Difference between revisions

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==Infrastructure==
__NOTOC__
===Website===
== {{subpage|Infrastructure}}==
*'''UK Website''': http://www.amwellclear.co.uk - live
== {{subpage|Business Lines}}==
*'''International Website''': http://www.amwellclear.com - to be ported form WIX.com (takes 60 days)
===[[Business Structure/Business Lines/Documentation|Documentation]]===


===Office communications===
====Business Description====
*'''Microsoft 365''': http://www.amwell.onmicrosoft.com - Includes email, word, powerpoint and sharepoint.
Engaging in repapering projects - where large quantities of documentation need to be updated or changed in a homogenous way. Here there is a premium to configuring the documentation and process up front, using workflow and document automation to make the process is simplistic as possible.
*'''Contact''': olly.buxton@amwell.onmicrosoft.com


===Knowledgebase===
The Pitch: There will be a huge amount of repapering required as a result of [[Mandatory Clearing]] and [[ESMA]] initiatives. Inhouse can’t do it - it will require overflow. Getting a business which understands not only the market practice and legal subtleties, but also how to project manage, scale and apply technology to solve the volume problem, should be well placed.
*'''MediaWiki''' - hosted by siteground. http://www.amwellclear.co.uk/w. Presently only the front page is visible without login, and you can only get a login by reverse enquiry.  


==Accounting/Invoicing==
====Examples====
*http://www.xero.com
*Mandatory clearing


==To do==
====Necessary Resources====
*'''Company''': Yet to be incorporated: expecting to be Amwell Clear Limited.
''Personnel'':<br>
*'''Bank accounts''' yet to be established (requires company incorporation - expecting to meet with {{contact|Martin|Wheeler|HSBC}}
*Expert in Clearing and Regulatory issues. Suggest: Peter Loo.
*'''Business plan''': formal business plan to be completed
*TBD re technical expertise.
*'''PI Insurance application''': needs to be completed.
''Time''<br>


==Documentation==
''Tools Required''<br>
===Repapering===
*mandatory clearing
*mifid
*new csa
===Negotiation/Advisory===
====Prime Brokerage====
=====Consitutionals/Offer docs=====
*Articles
*PBA
*IMA
*Administrators & Agency docs
=====Trading Docs=====
*PBA
*Securities Financing
*Give Ups
====General Markets Trading====
*ISDA
*Domestic Derivatives docs [?]
*Securities Financing
*Commodities


==Consultancy==
''Knowhow/Templates required''<br>
*Knowhow wiki
 
**Syndication/installation/licencing
''Software/IT''<br>
*policy collationrationalizing
 
Yy policy collation
====Target Market====
Yy document terms
''Bulge Bracket Banks'': Yes/No<br>
Yy knowhow
''Regional Banks'': Yes/No<br>
Document structuring
''Asset Managers'': Yes/No<br>
Y data structure
''Hedge Funds'': Yes/No<br>
Y Simplification
''Law Firms'': Yes/No<br>
Y automation
''LPOs'': Yes/No<br>
==Subscription Products==
 
*Knowhow wiki
====Competitors====
**Syndication/installation/licencing
''Magic Circle'': Yes/No<br>
Building portal
*Strengths:
Living wills?
*Weaknesses:
''City Law Firms'': Yes/No<br>
*Strengths:
*Weaknesses:
''LPO - India'': Yes/No<br>
*Strengths:
*Weaknesses:
''LPO - Europe'': Yes/No<br>
*Strengths:
*Weaknesses:
''Inhouse'': Yes/No<br>
*Strengths:
*Weaknesses:
 
===[[Business Structure/Business Lines/Negotiation and Advisory|Negotiation and Advisory]]===
====Business Description====
 
====Examples====
 
 
====Necessary Resources====
''Personnel'':<br>
 
''Time''<br>
 
''Tools Required''<br>
 
''Knowhow/Templates required''<br>
 
''Software/IT''<br>
 
====Target Market====
''Bulge Bracket Banks'': Yes/No<br>
''Regional Banks'': Yes/No<br>
''Asset Managers'': Yes/No<br>
''Hedge Funds'': Yes/No<br>
''Law Firms'': Yes/No<br>
''LPOs'': Yes/No<br>
 
====Competitors====
''Magic Circle'': Yes/No<br>
*Strengths:
*Weaknesses:
''City Law Firms'': Yes/No<br>
*Strengths:
*Weaknesses:
''LPO - India'': Yes/No<br>
*Strengths:
*Weaknesses:
''LPO - Europe'': Yes/No<br>
*Strengths:
*Weaknesses:
''Inhouse'': Yes/No<br>
*Strengths:
*Weaknesses:
 
===[[Business Structure/Business Lines/Consultancy|Consultancy]]===
====Business Description====
 
====Examples====
 
 
====Necessary Resources====
''Personnel'':<br>
 
''Time''<br>
 
''Tools Required''<br>
 
''Knowhow/Templates required''<br>
 
''Software/IT''<br>
 
====Target Market====
''Bulge Bracket Banks'': Yes/No<br>
''Regional Banks'': Yes/No<br>
''Asset Managers'': Yes/No<br>
''Hedge Funds'': Yes/No<br>
''Law Firms'': Yes/No<br>
''LPOs'': Yes/No<br>
 
====Competitors====
''Magic Circle'': Yes/No<br>
*Strengths:
*Weaknesses:
''City Law Firms'': Yes/No<br>
*Strengths:
*Weaknesses:
''LPO - India'': Yes/No<br>
*Strengths:
*Weaknesses:
''LPO - Europe'': Yes/No<br>
*Strengths:
*Weaknesses:
''Inhouse'': Yes/No<br>
*Strengths:
*Weaknesses:
 
===[[Business Structure/Business Lines/Subscription Products|Subscription Products]]===
====Business Description====
 
====Examples====
 
 
====Necessary Resources====
''Personnel'':<br>
 
''Time''<br>
 
''Tools Required''<br>
 
''Knowhow/Templates required''<br>
 
''Software/IT''<br>
 
====Target Market====
''Bulge Bracket Banks'': Yes/No<br>
''Regional Banks'': Yes/No<br>
''Asset Managers'': Yes/No<br>
''Hedge Funds'': Yes/No<br>
''Law Firms'': Yes/No<br>
''LPOs'': Yes/No<br>
 
====Competitors====
''Magic Circle'': Yes/No<br>
*Strengths:
*Weaknesses:
''City Law Firms'': Yes/No<br>
*Strengths:
*Weaknesses:
''LPO - India'': Yes/No<br>
*Strengths:
*Weaknesses:
''LPO - Europe'': Yes/No<br>
*Strengths:
*Weaknesses:
''Inhouse'': Yes/No<br>
*Strengths:
*Weaknesses:

Latest revision as of 07:49, 17 September 2016

Infrastructure

Business Lines

Documentation

Business Description

Engaging in repapering projects - where large quantities of documentation need to be updated or changed in a homogenous way. Here there is a premium to configuring the documentation and process up front, using workflow and document automation to make the process is simplistic as possible.

The Pitch: There will be a huge amount of repapering required as a result of Mandatory Clearing and ESMA initiatives. Inhouse can’t do it - it will require overflow. Getting a business which understands not only the market practice and legal subtleties, but also how to project manage, scale and apply technology to solve the volume problem, should be well placed.

Examples

  • Mandatory clearing

Necessary Resources

Personnel:

  • Expert in Clearing and Regulatory issues. Suggest: Peter Loo.
  • TBD re technical expertise.

Time

Tools Required

Knowhow/Templates required

Software/IT

Target Market

Bulge Bracket Banks: Yes/No
Regional Banks: Yes/No
Asset Managers: Yes/No
Hedge Funds: Yes/No
Law Firms: Yes/No
LPOs: Yes/No

Competitors

Magic Circle: Yes/No

  • Strengths:
  • Weaknesses:

City Law Firms: Yes/No

  • Strengths:
  • Weaknesses:

LPO - India: Yes/No

  • Strengths:
  • Weaknesses:

LPO - Europe: Yes/No

  • Strengths:
  • Weaknesses:

Inhouse: Yes/No

  • Strengths:
  • Weaknesses:

Negotiation and Advisory

Business Description

Examples

Necessary Resources

Personnel:

Time

Tools Required

Knowhow/Templates required

Software/IT

Target Market

Bulge Bracket Banks: Yes/No
Regional Banks: Yes/No
Asset Managers: Yes/No
Hedge Funds: Yes/No
Law Firms: Yes/No
LPOs: Yes/No

Competitors

Magic Circle: Yes/No

  • Strengths:
  • Weaknesses:

City Law Firms: Yes/No

  • Strengths:
  • Weaknesses:

LPO - India: Yes/No

  • Strengths:
  • Weaknesses:

LPO - Europe: Yes/No

  • Strengths:
  • Weaknesses:

Inhouse: Yes/No

  • Strengths:
  • Weaknesses:

Consultancy

Business Description

Examples

Necessary Resources

Personnel:

Time

Tools Required

Knowhow/Templates required

Software/IT

Target Market

Bulge Bracket Banks: Yes/No
Regional Banks: Yes/No
Asset Managers: Yes/No
Hedge Funds: Yes/No
Law Firms: Yes/No
LPOs: Yes/No

Competitors

Magic Circle: Yes/No

  • Strengths:
  • Weaknesses:

City Law Firms: Yes/No

  • Strengths:
  • Weaknesses:

LPO - India: Yes/No

  • Strengths:
  • Weaknesses:

LPO - Europe: Yes/No

  • Strengths:
  • Weaknesses:

Inhouse: Yes/No

  • Strengths:
  • Weaknesses:

Subscription Products

Business Description

Examples

Necessary Resources

Personnel:

Time

Tools Required

Knowhow/Templates required

Software/IT

Target Market

Bulge Bracket Banks: Yes/No
Regional Banks: Yes/No
Asset Managers: Yes/No
Hedge Funds: Yes/No
Law Firms: Yes/No
LPOs: Yes/No

Competitors

Magic Circle: Yes/No

  • Strengths:
  • Weaknesses:

City Law Firms: Yes/No

  • Strengths:
  • Weaknesses:

LPO - India: Yes/No

  • Strengths:
  • Weaknesses:

LPO - Europe: Yes/No

  • Strengths:
  • Weaknesses:

Inhouse: Yes/No

  • Strengths:
  • Weaknesses:
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