Series 79: Assistance With Preliminary Bid

Taken from our Series 79 Top-off Online Guide

Assistance with Preliminary Bid

The banker works with the buyer to develop a preliminary indication of interest that is (1) realistic for the buyer and (2) likely to be competitive in terms of price range and strategic considerations. The banker reviews and finalizes the IOI, making sure that it addresses all items required by the initial bidding procedures letter and that it is submitted by the deadline in the prescribed manner.

Since you're reading about Series 79: Assistance With Preliminary Bid, you might also be interested in:

Solomon Exam Prep Study Materials for the Series 79
Please Enable Javascript
to view this content!