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SIE: Capital Markets & Offerings
SIE practice questionmediumCooling-Off Period

During the 20-day cooling-off period after a registration statement is filed with the SEC, the underwriter may:

  1. ASell shares to investors and collect payment
  2. BDistribute a preliminary prospectus (red herring) and take indications of interest✓ Correct answer
  3. CGuarantee investors an allocation of shares
  4. DDistribute the final prospectus to investors
Explanation

Why BDistribute a preliminary prospectus (red herring) and take indications of interest

During the cooling-off period (typically 20 days between filing and effective date), the underwriter may distribute a preliminary prospectus (called a 'red herring' because of the red ink disclaimer on the cover) and collect indications of interest — but may NOT sell shares, accept money, or confirm allocations. Sales can only occur after the registration statement becomes effective and the final prospectus is available.

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