Get the free Preliminary Official Statement - Office of the Controller

This Preliminary Official Statement and the information contained herein are subject to completion and amendment. Under no circumstances shall this Preliminary Official Statement constitute an offer

How to fill out preliminary official statement

How to fill out preliminary official statement

1. To fill out a preliminary official statement, follow these steps:
2. Obtain a copy of the preliminary official statement form.
3. Read the instructions carefully to understand the information required.
4. Gather all the necessary financial and legal documents related to the offering.
5. Fill in the required information in each section of the form, ensuring accuracy and completeness.
6. Review the completed form for any errors or missing information.
7. Make any necessary corrections or additions.
8. Sign and date the preliminary official statement.
9. Make copies of the completed form for your records.
10. Submit the original copy of the preliminary official statement to the relevant authority or institution as instructed.
11. Keep a record of the submission for future reference.

Who needs preliminary official statement?

1. Various entities may need a preliminary official statement, including:
2. - Municipalities issuing municipal bonds
3. - Government agencies
4. - Non-profit organizations seeking funding
5. - Corporations planning to go public
6. - Investment banks and underwriters involved in the offering process
7. It is recommended to consult with legal and financial professionals to determine if a preliminary official statement is required for a specific situation.

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What is preliminary official statement?

A preliminary official statement is a document that provides potential investors with important information about a municipal bond issue before it is offered for sale.

Who is required to file preliminary official statement?

Municipalities or other government entities issuing municipal bonds are required to file a preliminary official statement.

How to fill out preliminary official statement?

The preliminary official statement is typically prepared by the underwriter or issuing entity with input from legal counsel and financial advisors.

What is the purpose of preliminary official statement?

The purpose of the preliminary official statement is to provide investors with essential information about the bond issue, including the terms of the bonds, the source of repayment, and the risks involved.

What information must be reported on preliminary official statement?

The preliminary official statement must include information about the issuer, the bond issue, financial information, and any other material facts that could impact the investment decision.