Municipal Derivative Specialists Application
How The Qualification Process Works
- Click here for the application and listing form to print out.
- Fill in requested information and sign the completed agreement.
- 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:
- 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
- A Sample Analysis or other written documentation demonstrating that the firm has provided specialized derivatives research/analysis services.
Your Account Representative can answer all of your questions regarding the application process and your listing.