Municipal Derivative Specialists Application

How The Qualification Process Works

1. Click here for the application and listing form to print out.
2. Fill in requested information and sign the completed agreement.
3. Send the completed forms, along with qualifying documentation per the instructions on the application.

Qualifications and Documentation

To be eligible for inclusion, submit a signed application along with one of the following types of supporting documentation dated within the last 24 months confirming the firm’s relevant experience in Municipal Derivatives:

1. A Signature Page from an Interest Rate Swap or other written documentation demonstrating that the firm has been involved in initiating a municipal-derivatives transaction or
2. A Sample Analysis or other written documentation demonstrating that the firm has provided specialized derivatives research/analysis services.