Presentation (PDF) - ISDA

Adherence Process• ISDA 2012 FATCA Protocol is open for adherence (as of August 15, 2012)• Early adherence is encouraged• No specific closing date• Adherence Process:• Access the Protocol Management section at www.isda.org (under"Functional Areas") to enter adherence information online and pay one-timeadherence fee• The Protocol Management system generates the party’s Adherence Letter‣ Includes Institution Letterhead upload‣ No changes to the Adherence Letter permitted (other than name, date and signatureblock)‣ Populated Adherence Letter can be received either by direct download or by e-mail• Print, sign and upload the signed Adherence Letter as a PDF attachment(no need to mail the signed original)• Once ISDA approves submission, Protocol Participant receives e-mailconfirmation of adherence• ISDA publishes conformed copy of Adherence Letter. The names of AdheringParties are published on the website and regularly updated.13