Engage Derivatives Ltd was created in 2002 to make derivative documentation easy for all. Whether from an understanding perspective in the training we provide or from a practical point of view in the production services we offer, we strive to bring products and services to market that are simple and easy to use.  Engage has trained many firms in equity derivative documentation and produces efficient and effective documentation for clients worldwide using the expertise and technology available to them.

In 2007, Engage were invited by the Federal Reserve Bank of New York to talk about equity derivatives confirmations to a gathering of global regulators. This followed the inclusion of the equity asset class in the Feds drive to reduce outstanding unsigned derivative confirmations. Since this time, Engage has been helping its clients meet the Fed targets with respect to equity derivatives.

In 2009, Engage delivered to its clients a suite of product documentation simplifying all of the vanilla instruments (including variance swaps, dividend swaps, vanilla options and total return swaps) such that documentation staff could obtain a better understanding without the complex mathematics in order to produce more effective documentation. They contained a simplified product overview and an annotation of the accompanying documentation. We will make these available on our website in the near future.

In 2011, Engage launched the EDGE platform in response to requests from buy side clients wanting to outsource their documentation function and sell side clients looking for a more dynamic approach to managing documentation resource. Since this time, Engage has been producing transactional and non-transactional documentation for it's clients, on demand and at fixed costs globally. 

In 2012, Engage launched its new in-house training course on the 2011 ISDA^® Equity Derivatives Definitions again, to offer a simplified understanding of this extremely large and seemingly complex publication.

We are very much looking forward to launching more innovative and helpful products for our clients in 2012.