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*BLUE SHEET×Agenda Item: Meeting Date:PH1 12/3/15MEMORANDUM TO:City CommissionTHROUGH:Robert Dispirit, City Managerial:December 2, 2015FROM:Greg Rice, Director of Planning & Development Bob Iron
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What is blue sheet agenda item?
Blue sheet agenda item is a form used by participants in the financial industry to disclose trades made away from the public market.
Who is required to file blue sheet agenda item?
Broker-dealers, investment advisers, and other market participants are required to file blue sheet agenda items.
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Blue sheet agenda items can be filled out electronically and submitted to financial regulators.
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The purpose of blue sheet agenda item is to provide regulators with information about trades made off-exchange for surveillance and enforcement purposes.
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Blue sheet agenda items must include information about the security traded, the size of the trade, the price of the trade, and the parties involved.
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