Our Services

Optimized & Industry-Ready Solutions​

For All Your Disclosure & Research Needs​

Let us build a disclosure plan that fits your needs and helps achieve your goals of:

  • Focusing on what is important: your business
  • Keeping bondholders happy
  • Saving time and money
Services
Our Capabilities

Industry Focused Solutions!​

Full Continuing Disclosure Plan

(Includes everything in the Conference Call Disclosure Plan)

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    Review Continuing Disclosure Agreement for disclosure requirements

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    Assist borrower staff if they are new to bond reporting

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    Provide email reminders of upcoming compliance documents due

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    Post to EMMA required post issuance disclosure documents

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    Act as liaison between the borrower and trustee

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    Review borrower presentations prepared for the investor community

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    Act as an intermediary between borrowers and investors

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    Participate in one rating agency conference call annually (if applicable)

Conference Call Disclosure Plan

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    Schedule and set up conference call

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    Send out call information to moderators

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    Prepare conference call notice for participants and provide to dissemination agent for posting to EMMA

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    Assist in creating an agenda for the call

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    Review presentation materials (if any provided)

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    Moderate annual conference call with a question and answer forum

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    Provide playback of call upon completion

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    Provide participant list

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    Send out an email reminder before the next required call

Trouble Understanding Your Continuing Disclosure Responsibilities? We Can Help!