What is a financial promotion? A financial promotion is a communication, made in the course of business, that invites or induces a person to engage in investment activity. For a UK bond issuer, the rule is about who receives the offer document, not whether the document is accurate.
What is UK MAR? UK MAR is the UK version of the Market Abuse Regulation, Regulation (EU) No 596/2014 as it forms part of UK law. For a bond issuer, the duties begin when the bond is admitted to trading, not when the company next publishes accounts.
A bond prospectus is the disclosure document that describes an issuer, its securities, and the risks attached to them. Since 19 January 2026, whether a UK issuer needs one depends on two separate questions: the offer, and the venue.
The bond issuance process is the sequence of legal, regulatory, and settlement steps by which a company creates a bond and delivers it to its first holders. This guide sets out the seven steps for a UK issuer, in order.
If your bond issuance has a purely domestic UK audience, you may never need to think about a CUSIP. But if there is any possibility of US market distribution — or if DTC eligibility is part of your longer-term plan — this nine-character identifier becomes as essential as the ISIN...
Issuing a bond in the UK begins with a piece of infrastructure that sits quietly at the centre of everything: the ISIN. Before you can list your bond on any recognised exchange, before settlement can take place through Euroclear or Clearstream, and before institutional investors can price or trade your...
Global recognition for every bond begins with the right ISIN. Introduction An ISIN (International Securities Identification Number) uniquely identifies financial instruments worldwide. It acts as the global passport for your bond, allowing custodians, clearing houses, and investors to locate and trade it with confidence. Although the concept sounds simple, applying...
A clear, well-structured offering circular is the foundation of every successful bond issuance. It communicates essential facts about the issuer, the security, and the risks to potential investors. A strong circular does more than describe terms — it builds confidence. At The Bond Service, we prepare and review offering circulars...
Rule 144A and Regulation S define how securities can be offered and traded without full registration under U.S. securities law.They are the backbone of cross-border private placements, determining which investors may participate and where offerings can be promoted. For issuers planning a private bond placement, the choice between these exemptions...
A Bloomberg listing is one of the most recognised ways for new issuers to gain visibility and credibility in the fixed-income market.It ensures your bond data appears in the systems used daily by banks, investors, and custodians.For new issuers, the process may seem complex — but with clear steps and...
Understanding the key requirements for clearing and settlement through the Depository Trust & Clearing Corporation. Introduction In global debt markets, DTCC eligibility determines whether a bond can be cleared and settled efficiently through the Depository Trust & Clearing Corporation. This eligibility defines a bond’s accessibility to U.S. institutional investors and...
Secure your bond’s identity with precision, compliance, and expert handling. Introduction A CUSIP number (Committee on Uniform Securities Identification Procedures) is the unique identifier assigned to securities traded in the United States. It ensures that every bond, stock, or financial instrument can be clearly recognised by custodians, transfer agents, and...
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