CONTINUING DISCLOSURE
·
Our commitment to you does not end with
the closing of the transaction. When you issue public debt, you will be
required to let the market know your financial information every year. We
can review your existing commitments and help you assemble the appropriate
information for the filings.
ARBITRAGE REBATE
·
If you issue tax-exempt debt, the
investment earnings will be subject to Federal tax law "spend down"
requirements and may require a rebate to the IRS. We can perform these complex
calculations and recommend ways to minimize the amount you will have to rebate
(how to maximize your allowable interest earnings).
·
If you have a home mortgage, you
probably watch the current mortgage rates in the hope of refinancing to produce
interest savings. We watch your outstanding debt for the same reason. Or, you
may have issued debt that, when issued, had a new revenue stream supporting
it. If the revenue has exceeded original expectations, it may be possible
to refinance to provide some interest rate relief.
Return to FSG Issuers.
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