Series 63 Chapter 2
Across
- 4. exempt government issues
- 6. used when a company has provided registration documents to the SEC
- 7. exempt security, based on an unconditional agreement to pay a certain amount of money to a named party
- 9. paperwork required for registration of a firm
- 12. does not need to register with the state
- 13. exempt investments issued at an intra-state level
- 16. administrator will __________ when a registrant is no longer in existence, subject to adjudication or cannot be located
- 18. requires these 4 items, applications, registration fee, consent to service process, bond as the administrator may be prescribed
Down
- 1. exempt from registration, think payout when you pass away
- 2. exempt from registration, similar to a bank but not for profit & member owned cooperatives
- 3. registration that is not required at the federal level
- 5. exempt from registration under USA, think cash
- 8. registration for issuers with pending SEC registration & registration with the state
- 10. someone who offers recommendations
- 11. when the administrator must promptly notify interested parties, provide the reasons for the request, indicate that within 15 days of request they will be granted a hearing
- 14. needs to register with the state
- 15. state-level all encompassing authority
- 17. may be denied or revoked by administrator for fear of misleading