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Supplemental Continuing Disclosure Memorandum Summary of Debt Structure and Financial Information SEC Rule 15c212 For State of Utah And The State Building Ownership Authority of the State of Utah

How to fill out continuing disclosure memorandum

How to Fill Out Continuing Disclosure Memorandum:

1. Start by gathering all relevant financial and operating information related to the municipal securities being disclosed. This can include audited financial statements, budgets, material events or changes, and any other information required by the applicable regulatory authority.
2. Review the specific requirements and guidelines set forth by the regulatory authority, such as the Municipal Securities Rulemaking Board (MSRB) or Securities and Exchange Commission (SEC). Ensure that you understand the reporting deadlines and any specific format or disclosure requirements.
3. Begin completing the continuing disclosure memorandum by providing the necessary identifying information, such as the name of the issuer, the CUSIP number or bond series being disclosed, and other pertinent details needed for identification.
4. Proceed with accurately describing the nature of the information being disclosed. This can include financial statements, operating data, or material events. Clearly outline the period covered by the disclosure and explain any significant changes or developments.
5. As you complete each section of the memorandum, double-check the accuracy of the information provided. Ensure that all calculations are correct and that the disclosed information aligns with the requirements set forth by the regulatory authority.
6. Include any necessary legal or regulatory disclaimers, as required by your jurisdiction or the regulatory authority. These disclaimers help to clarify the limitations and applicability of the information provided in the disclosure memorandum.
7. Finally, review the completed memorandum to ensure its accuracy and compliance with all applicable rules and regulations. Consider seeking legal or professional advice if needed.

Who Needs Continuing Disclosure Memorandum:

1. Municipalities or local governments issuing municipal securities, such as bonds, notes, or other debt instruments.
2. Bondholders, investors, and other stakeholders who have a vested interest in the financial and operating information related to the municipal securities they hold.
3. Regulatory authorities, such as the MSRB and SEC, who require accurate and timely disclosures to ensure transparency and protect investors in the municipal securities market.

For pdfFiller’s FAQs

What is continuing disclosure memorandum?

Continuing disclosure memorandum is a document that issuers of municipal securities are required to file to provide ongoing information to the market.

Who is required to file continuing disclosure memorandum?

Issuers of municipal securities are required to file continuing disclosure memorandum.

How to fill out continuing disclosure memorandum?

Continuing disclosure memorandum can be filled out by providing the required information such as financial statements, material events, and other relevant information.

What is the purpose of continuing disclosure memorandum?

The purpose of continuing disclosure memorandum is to provide investors with updated information about the issuer's financial condition and any material events that may impact the securities.

What information must be reported on continuing disclosure memorandum?

Information such as financial statements, material events, and other relevant information must be reported on continuing disclosure memorandum.

How do I execute continuing disclosure memorandum online?

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