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Series 79: Underwriting & New Financing
Series 79 practice questioneasyStabilization

What is a penalty bid in the context of an IPO?

  1. AA fine imposed by the SEC for violating registration requirements
  2. BA bid placed by investors to purchase shares below the offering price
  3. CAn additional fee charged to the issuer for excess roadshow expenses
  4. DA provision allowing the lead manager to reclaim the selling concession from syndicate members whose customers quickly sell (flip) their allocated shares✓ Correct answer
Explanation

Why DA provision allowing the lead manager to reclaim the selling concession from syndicate members whose customers quickly sell (flip) their allocated shares

A penalty bid is a mechanism that allows the lead underwriter to reclaim the selling concession from syndicate or selling group members whose customers flip their IPO allocations (sell the shares shortly after the offering). This discourages syndicate members from allocating shares to short-term speculators and promotes stable aftermarket trading. Penalty bids must be disclosed in the prospectus and must be reported to the relevant exchange when imposed.

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