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Annual Training Re: Municipal Securities Disclosure Cristina Kuhn 801 Grand Ave., Suite 4100 Des Moines, Iowa 50309 51528310001Disclosure Training Objectives Gain a better understanding of your disclosure

How to fill out municipal securities disclosure

How to fill out municipal securities disclosure

1. Understand the purpose of municipal securities disclosure.
2. Gather all relevant information about the municipal securities.
3. Begin by filling out the basic information section, including the name of the issuer, the name of the securities, and the date of issue.
4. Provide detailed information about the securities being disclosed, such as the interest rates, maturity dates, and any features or provisions.
5. Include financial information, such as the issuer's financial statements, budgets, and audited reports.
6. Ensure compliance with any legal or regulatory requirements, including provisions of the Securities Exchange Act of 1934 and the Municipal Securities Rulemaking Board's (MSRB) Rule G-32.
7. Review and verify all information provided for accuracy.
8. Submit the completed municipal securities disclosure to the relevant regulatory authority or governing body.
9. Periodically update the disclosure as necessary to reflect any changes or new information.

Who needs municipal securities disclosure?

1. Municipalities and local government entities that issue securities to raise funds for public projects or infrastructure.
2. Underwriters and financial institutions involved in the sale or distribution of municipal securities.
3. Investors in municipal securities who require transparent and accurate information to make informed investment decisions.
4. Regulatory authorities and governing bodies responsible for overseeing the issuance and trading of municipal securities.
5. Legal and financial professionals who assist municipalities in the disclosure process and ensure compliance with relevant regulations.

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What is municipal securities disclosure?

Municipal securities disclosure is the process of providing information to investors and the public about municipal bond offerings, financial performance, and material events that could impact the bond's value.

Who is required to file municipal securities disclosure?

Municipal issuers, such as cities, states, and local governments, are required to file municipal securities disclosure.

How to fill out municipal securities disclosure?

Municipal securities disclosure is typically filled out using the Electronic Municipal Market Access (EMMA) system, which is operated by the Municipal Securities Rulemaking Board (MSRB).

What is the purpose of municipal securities disclosure?

The purpose of municipal securities disclosure is to provide transparency and ensure that investors have access to accurate and timely information about municipal bond offerings.

What information must be reported on municipal securities disclosure?

Municipal securities disclosure typically includes information about the issuer's financial condition, material events that could impact the bond's value, and ongoing disclosure requirements.