🏦LTB
Series 79: Underwriting & New Financing
Series 79 practice questioneasyRule 144A

Rule 144A permits the resale of restricted securities to which type of buyer?

  1. AQualified institutional buyers (QIBs)✓ Correct answer
  2. BAny individual investor with a net worth exceeding $1 million
  3. CAccredited investors as defined under Regulation D
  4. DBroker-dealers registered with FINRA
Explanation

Why AQualified institutional buyers (QIBs)

Rule 144A provides a safe harbor exemption from the registration requirements of the Securities Act for resales of restricted securities to qualified institutional buyers (QIBs). A QIB is generally defined as an institutional investor that owns and invests on a discretionary basis at least $100 million in securities of non-affiliated issuers. For broker-dealers, the threshold is $10 million. This rule created a liquid institutional trading market for unregistered securities, particularly important for private placements and offerings by foreign issuers.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 477+ Series 79 questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Underwriting & New Financing questions