Business Structure

Infrastructure

Website

• UK Website: http://www.amwellclear.co.uk - live
• International Website: http://www.amwellclear.com - to be ported form WIX.com (takes 60 days)

Office communications

• Microsoft 365: http://www.amwell.onmicrosoft.com - Includes email, word, powerpoint and sharepoint.
• Contact: olly.buxton@amwell.onmicrosoft.com

Knowledgebase

• 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

• http://www.xero.com

To do

• Company: Yet to be incorporated: expecting to be Amwell Clear Limited.
• Bank accounts yet to be established (requires company incorporation - expecting to meet with Martin Wheeler (details)
• Business plan: formal business plan to be completed
• PI Insurance application: needs to be completed.

Documentation

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 wiki
  • Syndication/installation/licencing
• policy collationrationalizing

Yy policy collation Yy document terms Yy knowhow Document structuring Y data structure Y Simplification Y automation

Subscription Products

• Knowhow wiki
  • Syndication/installation/licencing

Building portal Living wills?