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
Our Capabilities
Industry Focused Solutions!
Full Continuing Disclosure Plan
(Includes everything in the Conference Call Disclosure Plan)
Review Continuing Disclosure Agreement for disclosure requirements
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