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Agmt17 William Euphrat Municipal Finance, Inc.
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Agmt17 William Euphrat Municipal Finance, Inc.
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Last modified
12/6/2017 11:07:54 AM
Creation date
12/6/2017 11:07:34 AM
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Agreement
Contractor Name
William Euphrat Municipal Finance, Inc.
PROJECT NAME
SVC 2018 Bonds - Silicon Clean Valley Water (sic)
RMP File Number
304.5
Date
11/21/2017
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Exhibit B <br />Regulatory Disclosures Required of Municipal Advisors Pursuant to Municipal <br />Securities Rulemaking Board ("MSRB") Rules <br />on such coverage, or a statement that the advisor does not carry any such <br />coverage; and <br />William Euphrat Municipal Finance, Inc, carries claims made and <br />reported professional liability insurance. The policy has a $10,000 <br />deductible and coverage of $1 million for each wrongful act with a <br />$2 million policy aggregate. A bond consultant endorsement to the <br />policy contains specific exclusions and is attached hereto. <br />any legal or disciplinary event that is (a) material to the client's evaluation of <br />the municipal advisor or the integrity of its management or advisory <br />personnel; (b) disclosed by the municipal advisor on the most recent Form <br />MA filed with the Commission; or (c) disclosed by the municipal advisor on <br />the most recent Form MA -I filed with the Commission regarding any individual <br />actually engaging in or reasonably expected to engage in municipal advisory <br />activities in the course of the engagement. If a municipal advisor has <br />disclosed a legal or disciplinary event on any form referenced in section (b) or <br />(c) of this rule, the advisor must provide the client with a copy of the relevant <br />sections of the form or forms. <br />William Euphrat Municipal Finance, Inc. has not been subject to any <br />legal or disciplinary events. <br />Page 13 of 15 <br />REV: 11-20-17 VR <br />ATTY/AGR.2017.234M.Euphrat SVC 2018 Bonds <br />
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