FREE CHECKLIST
4 Steps to Interest Rate Cap Execution

 

 

Evaluating and executing on a cap purchase involves multiple mandatory steps. Use this interest rate cap execution checklist to guide you through each stage of the process.

 
 

Download the Checklist!

  

In this Best Practice Checklist, you'll learn how to:


✓   Gather your documentation


✓   Execute regulatory documentation and review bid package
 

✓   Execute the cap purchase


✓   Complete the post-trade documentation
 
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