Understanding Underwriters Discount: Key Insights and Legal Implications

Definition & Meaning

The underwriter's discount refers to the difference between the price that an underwriter pays to the issuer of securities and the price at which those securities are offered to the public. This discount represents the fee charged by the underwriter for taking on the risk of purchasing bonds or certificates of participation (COPs) and reselling them. Until the securities are sold to investors, the underwriter holds the risk of ownership.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A company issues bonds with a face value of $1,000. The underwriter purchases these bonds for $950 each and sells them to investors for $1,000. The underwriter's discount is $50 per bond.

Example 2: A local government issues certificates of participation for a new project. The underwriter buys them at a discounted price of $980 and offers them to the public at $1,000. The underwriter's discount here is $20 per certificate.

Comparison with related terms

Term Definition Key Differences
Underwriter's Discount The fee charged by the underwriter for purchasing and reselling securities. Specifically relates to the price differential in securities transactions.
Underwriting Fee A fee paid to the underwriter for their services in facilitating a securities offering. May include additional costs beyond the discount, such as advisory services.

What to do if this term applies to you

If you are involved in issuing bonds or certificates and need to understand the underwriter's discount, consider consulting with a financial advisor or legal professional. You can also explore US Legal Forms for templates that may assist you in managing related documentation effectively.

Quick facts

  • Typical fees: Varies based on the issuer and market conditions.
  • Jurisdiction: Applies in all states where securities are issued.
  • Risk: The underwriter assumes ownership risk until sold to the public.

Key takeaways

Frequently asked questions

The underwriter's discount compensates the underwriter for the risk and costs associated with selling securities.