Series 53: SEC Rule 15c2-12: Disclosure Documents

Taken from our Series 53 Online Guide

SEC Rule 15c2-12: Disclosure Documents

Rule 15c2-12 requires dealers, when underwriting new issues of municipal securities, to exact a pledge from the issuer to provide an official statement and a pledge of continuing disclosure. The official statement provides details of the new bond issue and the financial characteristics of the issuer. It must be prepared prior to pricing the issue and kept current until the end of the underwriting period. The continuing disclosure agreement commits the issuer to provide the MSRB with audited annual financial statements throughout the life of the bonds. It also commits issuers to notify the MSRB within ten days of the occurrence of certain material events, such as principal and interest payment delinquencies, defaults, rating changes, adverse tax opinions that affect the tax-exempt status of the bonds, modifications to b

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