Select Resources by format:
Financing-Team.pdf
Municipal Advisors, Issuers, Dealers
Deal Team, Primary Market
What to Expect from Your Underwriter
Issuers, Dealers
MSRB Rules, Pricing, Primary Market
Duties and Obligations of Dealers and Municipal Advisors to Issuers
Municipal Advisors, Issuers, Dealers
Continuing Disclosure, MSRB Rules, Official Statements, Primary Market
Six Things to Know When Issuing Municipal Bonds
Issuers
Bond Types, Primary Market
Setting Up and Organization Account
Issuers
Continuing Disclosure, Official Statements, Primary Market, Secondary Market
About Original Issue Discount Bonds
Investors, General Public, Dealers
Pricing, Primary Market, Risks and Considerations, Secondary Market
Price Evaluations
Investors, General Public
Monitoring, Pricing, Primary Market
Professionals Involved in a Competitive Transaction
Issuers
Deal Team, Primary Market
Professionals Involved in a Negotiated Transaction
Issuers
Deal Team, Primary Market
Understanding Confirmation
Investors, General Public
MSRB Rules, Pricing, Primary Market, Secondary Market
What to Expect from Your Municipal Advisor
Municipal Advisors, Issuers
MSRB Rules, Pricing, Primary Market
Legal Entity Identifiers
Municipal Advisors, Issuers, Dealers
MSRB Rules
Specifications for the EMMA Primary Market Submission Service
Dealers
MSRB Rules, Official Statements, Primary Market
Navigating the SHORT System
Dealers
MSRB Rules
Submitting Data Elements for Variable Rate Securities
Dealers
MSRB Rules
Municipal Advisor Participating in the Rulemaking Process
Municipal Advisors
MSRB Rules
Being Regulated – An Introduction for Municipal Advisors
Municipal Advisors
MSRB Rules
MSRB Glossary of Municipal Securities Terms
Municipal Advisors, Issuers, Investors, General Public, Dealers
529 Plans and ABLE Programs, Continuing Disclosure, MSRB Rules, Monitoring, Official Statements, Pricing, Primary Market, Risks and Considerations, Secondary Market, Yield Curves and Indices
What to Expect from Your Broker: Appropriate Recommendations
Investors, General Public
MSRB Rules, Risks and Considerations
What to Expect from Your Broker: Fair Prices
Investors, General Public
MSRB Rules, Pricing
What to Expect from Your Broker: Information about Features and Risks
Investors, General Public
Bond Types, MSRB Rules, Official Statements, Pricing, Risks and Considerations
EMMA Dataport Manual and Specifications for 529 Savings Plans/ABLE Programs Data (Form G-45) Submissions
Dealers, Municipal Funds Securities
529 Plans and ABLE Programs, MSRB Rules
EMMA Dataport Manual for Primary Market Submissions
Dealers
MSRB Rules, Official Statements
Specifications for Real-Time Reporting of Municipal Securities Transactions
Dealers
MSRB Rules
MSRB Real-Time Transaction Reporting System (RTRS) Manual
Dealers
MSRB Rules
