International Uniform Efrp and Block Transactions Agreement Sample Contracts

INTERNATIONAL UNIFORM EFRP AND BLOCK TRANSACTIONS AGREEMENT: BROKER (FOR TRADER) VERSION 2021
International Uniform Efrp and Block Transactions Agreement • August 31st, 2022

CAUTION: THIS AGREEMENT IS DESIGNED AS A BASIC DOCUMENT FOR MARKET PARTICIPANTS ENGAGING IN “EFRP” AND “BLOCK” TRANSACTIONS. IT IS NOT INTENDED TO SERVE AS AN ALL ENCOMPASSING DOCUMENT FOR USE BY ALL PARTIES UNDER ALL CIRCUMSTANCES. PARTIES SHOULD CAREFULLY CONSIDER THE FULL SCOPE OF REGULATORY (INCLUDING, WITHOUT LIMITATION EXCHANGE) AND COMMERCIAL TERMS THAT MAY BE APPLICABLE TO THEIR PARTICULAR CIRCUMSTANCES AND MAY ELECT TO ENTER INTO MORE DETAILED AGREEMENTS AT THE OUTSET OR DURING THE COURSE OF THEIR RELATIONSHIP.

INTERNATIONAL UNIFORM EFRP AND BLOCK TRANSACTIONS AGREEMENT: BROKER (FOR CUSTOMER) VERSION 2021
International Uniform Efrp and Block Transactions Agreement • August 31st, 2022

WHEREAS, from time to time, Customer, acting through Broker, may desire to enter into an exchange of futures for physical, exchange of futures for swap, exchange of futures for risk position, exchange of option for option, or any similar transaction (“EFRP Transaction”) with Dealer, and from time to time, Dealer may desire to enter into such EFRP Transactions with Customer as principal;

CAUTION: THIS AGREEMENT IS DESIGNED AS A BASIC DOCUMENT FOR MARKET PARTICIPANTS ENGAGING IN “EFRP” AND “BLOCK” TRANSACTIONS. IT IS NOT INTENDED TO SERVE AS AN ALL ENCOMPASSING DOCUMENT FOR USE BY ALL PARTIES UNDER ALL CIRCUMSTANCES. PARTIES SHOULD...
International Uniform Efrp and Block Transactions Agreement • August 31st, 2022

WHEREAS, from time to time, Customer may desire to enter into an exchange of futures for physical, exchange of futures for swap, exchange of futures for risk position, exchange of option for option, or any similar transaction (“EFRP Transactions”) with Dealer, and from time to time, Dealer may desire to enter into such EFRP Transactions with Customer as principal;

INTERNATIONAL UNIFORM EFRP AND BLOCK TRANSACTIONS AGREEMENT: BROKER (FOR DEALER) CUSTOMER
International Uniform Efrp and Block Transactions Agreement • February 26th, 2021

CAUTION: THIS AGREEMENT IS DESIGNED AS A BASIC DOCUMENT FOR MARKET PARTICIPANTS ENGAGING IN “EFRP” AND “BLOCK” TRANSACTIONS. IT IS NOT INTENDED TO SERVE AS AN ALL ENCOMPASSING DOCUMENT FOR USE BY ALL PARTIES UNDER ALL CIRCUMSTANCES. PARTIES SHOULD CAREFULLY CONSIDER THE FULL SCOPE OF REGULATORY (INCLUDING, WITHOUT LIMITATION, EXCHANGE) AND COMMERCIAL TERMS THAT MAY BE APPLICABLE TO THEIR PARTICULAR CIRCUMSTANCES AND MAY ELECT TO ENTER INTO MORE DETAILED AGREEMENTS AT THE OUTSET OR DURING THE COURSE OF THEIR RELATIONSHIP.

INTERNATIONAL UNIFORM EFPEFRP AND BLOCK TRANSACTIONS AGREEMENT: CUSTOMER VERSION 20172020
International Uniform Efrp and Block Transactions Agreement • June 24th, 2020

WHEREAS, from time to time, Customer and Dealer each desiresmay desire to enter into an exchange for physical, exchange for swap, exchange for risk position, exchange of option for option, or any similar transaction (“EFRP Transactions”) with Dealer, and from time to time, Dealer may desire to enter into such EFRP Transactions with Customer as principal;

INTERNATIONAL UNIFORM EFPEFRP AND BLOCK TRANSACTIONS AGREEMENT: BROKER (FOR TRADER) VERSION
International Uniform Efrp and Block Transactions Agreement • June 24th, 2020

WHEREAS, from time to time, Trader desires, acting through Broker, may desire to enter into an exchange for physical, exchange for swap, exchange for risk position, exchange of option for option, or any similar transaction (“EFRP Transaction”) with Dealer on behalf of Customer, and from time to time, Dealer may desire to enter into such EFRP Transactions with Customer as principal;

INTERNATIONAL UNIFORM EFRP AND BLOCK TRANSACTIONS AGREEMENT: TRADER VERSION 2021 (“Agreement”)1
International Uniform Efrp and Block Transactions Agreement • February 26th, 2021

CAUTION: THIS AGREEMENT IS DESIGNED AS A BASIC DOCUMENT FOR MARKET PARTICIPANTS ENGAGING IN “EFRP” AND “BLOCK” TRANSACTIONS. IT IS NOT INTENDED TO SERVE AS AN ALL ENCOMPASSING DOCUMENT FOR USE BY ALL PARTIES UNDER ALL CIRCUMSTANCES. PARTIES SHOULD CAREFULLY CONSIDER THE FULL SCOPE OF REGULATORY (INCLUDING, WITHOUT LIMITATION, EXCHANGE) AND COMMERCIAL TERMS THAT MAY BE APPLICABLE TO THEIR PARTICULAR CIRCUMSTANCES AND MAY ELECT TO ENTER INTO MORE DETAILED AGREEMENTS AT THE OUTSET OR DURING THE COURSE OF THEIR RELATIONSHIP.

INTERNATIONAL UNIFORM EFRP AND BLOCK TRANSACTIONS AGREEMENT: BROKER (FOR DEALER) TRADER VERSION
International Uniform Efrp and Block Transactions Agreement • February 26th, 2021

CAUTION: THIS AGREEMENT IS DESIGNED AS A BASIC DOCUMENT FOR MARKET PARTICIPANTS ENGAGING IN “EFRP” AND “BLOCK” TRANSACTIONS. IT IS NOT INTENDED TO SERVE AS AN ALL ENCOMPASSING DOCUMENT FOR USE BY ALL PARTIES UNDER ALL CIRCUMSTANCES. PARTIES SHOULD CAREFULLY CONSIDER THE FULL SCOPE OF REGULATORY (INCLUDING, WITHOUT LIMITATION, EXCHANGE) AND COMMERCIAL TERMS THAT MAY BE APPLICABLE TO THEIR PARTICULAR CIRCUMSTANCES AND MAY ELECT TO ENTER INTO MORE DETAILED AGREEMENTS AT THE OUTSET OR DURING THE COURSE OF THEIR RELATIONSHIP.

INTERNATIONAL UNIFORM EFPEFRP AND BLOCK TRANSACTIONS AGREEMENT: TRADER VERSION 20172020
International Uniform Efrp and Block Transactions Agreement • June 24th, 2020

WHEREAS, from time to time, Trader desiresmay desire to enter into an exchange for physical, exchange for swap, exchange for risk position, exchange of option for option, or any similar transaction (“EFRP Transactions”) with Dealer on behalf of Customer, and from time to time, Dealer may desire to enter into such EFRP Transactions with Customer as principal;