Series 7: 3.3.2.3.2. Forming The Syndicate: Agreement Among Underwriters

Taken from our Series 7 Online Guide

3.3.2.3.2. Forming the Syndicate: Agreement Among Underwriters

The issuer may select co-managers from competing firms to work as part of a syndicate, with the lead underwriter coordinating their activities. Or it may leave the choice of a syndicate to the lead underwriter. Once the syndicate is selected, the process of structuring the bond issue and completing the other origination tasks is undertaken, mainly by the lead und

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