A Guide for Selecting Financial Advisors and Underwriters: Writing RFPs and Evaluating Proposals

Patricia Tigue
Year Published: 

The booklet provides guidance on how to develop a good RFP process for the selection of financial advisors and senior managing underwriters. It also provides a written overview of the roles typically played by financial advisors and underwriters, elements to include in an RFP for these services and advice for designing an evaluation process. The accompanying diskette (in WordPerfect 6.1 and ASCII text formats) provides 11 sample RFPs for financial advisors and underwriters for various types of issues. Reference tables in the booklet summarize key elements of RFPs for financial advisors and underwriters, and indicate where these elements can be found in the selected samples.

Member Price: 
Non-Member Price: 

Purchase Online