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Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Sophisticated Municipal Market Professional (SMMP) Affirmation

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – SIFMA Model Issue Price Documents with changes Version 1 vs. Version 2

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – SIFMA 211 Certificate

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Recommendations for Communicating with Beneficial Owners of Defaulted Municipals

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Public Finance Issuer Advisory: Mechanical Aspects of Municipal Bond Sale Practices

Intended to advise state and local government bond issuers to review certain mechanical aspects related to their municipal bond sale…

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Outline of Municipal Advisors Activities

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Notice to Members Regarding Trading Municipal Securities in Payment Default

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Municipal Secondary Market Disclosure Filings

A generic cover sheet for muni disclosure filings. Filings should be made to the Municipal Securities Rulemaking Board’s (MSRB) Electronic…

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Municipal Advisory Client Worksheet

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Municipal Advisor Engagement Letter Form

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Muni Advisor Registration Rules FAQs

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Variable-Rate Remarketed Obligations (VROs) Risk Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Variable Rate Demand Obligations (VRDO) Risk Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Variable Rate Demand Obligations (VRDO) Risk Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Underwriter Disclosures for Sole or Senior Managing Underwriters

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Underwriter Disclosures for Co-managing Underwriters

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Underwriter Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Tender Offers Risk Disclosures for use after March 31, 2021 Effective Date

SIFMA’s G-17 Model Disclosure Documents are designed to aid compliance and be a starting point for disclosures concerning the underwriter’s…

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Tender Offers Risk Disclosures for use after March 31, 2021 Effective Date

SIFMA’s G-17 Model Disclosure Documents are designed to aid compliance and be a starting point for disclosures concerning the underwriter’s…

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Tender Offers Risk Disclosures

SIFMA’s G-17 Model Disclosure Documents are designed to aid compliance and be a starting point for disclosures concerning the underwriter’s…

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model RFP Language

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Negative Consent/Affirmative Consent Certificates Relating to Bond Proceeds

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Memorandum to Underwriter’s Counsel

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model IRMA Confirmation Letter

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Interest Rate Swaps Risk Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Independent MA Exemption Language

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Forward Delivery Bonds Risk Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Forward Delivery Bonds Risk Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Floating Rate Notes Risk Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Floating Rate Notes Risk Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Fixed Rate Bonds Risk Disclosures

Type:

Date:

March 31, 2024

Issues:

Municipal Securities

Municipal Securities – Model Fixed Rate Bonds Risk Disclosures

Type:

Date:

March 30, 2024

Issues:

Municipal Securities

Municipal Securities – Model Exchange Offers Risk Disclosures

Type:

Date:

March 30, 2024

Issues:

Municipal Securities

Municipal Securities – Model Engagement Letters: Generic

Type:

Date:

March 30, 2024

Issues:

Municipal Securities

Municipal Securities – Model Engagement Letters: For Remarketing Agents

Type:

Date:

March 30, 2024

Issues:

Municipal Securities

Municipal Securities – Model Disclosures and Disclaimers for General Information Exclusion and Business Promotional Materials

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Market Practices

Municipal Securities – Model Convertible Advance Refunding (Cinderella) Bonds Risk Disclosures

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Market Practices

Municipal Securities – Model Commercial Paper (CP) Risk Disclosures

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Market Practices

Municipal Securities – Model Capital Appreciation Bonds (CABs) Risk Disclosures

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Market Practices

Municipal Securities – Introduction to the SIFMA Model Issue Price Documents, Version 2

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Market Practices

Municipal Securities – Introduction to the SIFMA Model Issue Price Documents

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Disclosure Statement of Municipal Advisor Form

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Market Practices

Municipal Securities – Clarifying Statements for Municipal Securities Underwriters

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Model Joint Account Agreement

Created for the purpose of forming a joint trading account for the joint and several purchase and sale of municipal…

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Model Bond Purchase Agreement: Terms and Acceptance

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Model Bond Purchase Agreement: General Provisions and Conditions

Intended for use in connection with governmental tax or revenue-supported securities, including fixed, variable rate, auction and credit enhanced securities.…

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Master Selling Group Agreement

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Master Agreements

Municipal Securities – Disclosure Letter for Existing Municipal Advisor Agreement Form

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Market Practices

Municipal Securities – Best Practices for NIIDS Testing and Implementation for Underwriters of Municipal Securities

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Market Practices

Municipal Securities – Best Practices for MSRB Rule G-43

Type:

Date:

March 30, 2024

Issues:

Municipal Securities, Market Practices

Municipal Securities – Best Practice on Disclosures Regarding Choice of Underwriters’ Counsel in Municipal Securities Transactions

About SIFMA

SIFMA is the voice of the U.S. securities industry. We advocate for effective and resilient capital markets.

SIFMA is a member of the GFMA Alliance

Global Financial Markets Association Securities Industry and Financial Markets Association Association for Financial Markets in Europe Asia Securities Industry & Financial Markets Association

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