Category: Yield Restriction Calculations

Implementing Proactive Bond Compliance With Interim Yield Restriction Calculations Arbitrage Compliance Specialists Arbitrage Rebate Calculations

Implementing Proactive Bond Compliance With Interim Yield Restriction Calculations

For bond issuers who issued bonds in late 2020 or early 2021, the end of the initial 3-year temporary period marked a critical juncture. If proceeds remained at this 3-year mark, a yield restriction calculation is required on the 5th year filing date. Performing interim yield restriction calculations now can help you stay ahead of …