Trust fund management, Debt, and Compliance

Municipal Advisor Letter

Purpose: The municipal advisor letter serves as a certificate of representation between UNC Charlotte, its affiliated entities, and their retention of a municipal advisor. We are represented and will rely on our municipal advisor to provide advice concerning the issuance of municipal securities, investment of bond proceeds, escrow investments, and other financial services needs. Once […]

Banner Fund Name Change

Banner Fund Name Change Purpose: Use this form to change the title on a Banner Finance Fund. Contact Email: finsystems@charlotte.edu Last Updated: November 18, 2021