Underwriting

Training Information for UW SOURCE

The following training information is available to users of the underwriting system, UW SOURCE, for submission of eligibility requirements for Municipal securities including: Municipal Notes, Bonds, VRDOs, Insured Custodial Receipts and Other Tax Exempt issues; Equity securities including: American Depository Receipts, Depository Shares, Exchange Traded Funds, Closed End Funds, Common and Preferred Stock, Equity Derivatives, Limited Partnerships, Rights, Warrants, Equity Units, and Unit Investment Trusts; and Debt securities including: Corporate Bonds and VRDOs, Asset Backed Securities, Collateralized Mortgage Obligations, Government Securities, Debt Derivatives, Debt Units, Corporate Insured Custodial Receipts and Retail Certificates of Deposit:

E-learning Resources

To access our underwriting simulations, please visit our Learning Center: https://dtcclearning.com/products-and-services/asset-services/underwriting-services.html

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