Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

6) For next week.

Proceedings:

This week we continued working on depositary receipts.  Some additional notes from John are available here: 

View file
nameDepositary Receipts.docx
height250

Some additional links from Pete:
https://corporatefinanceinstitute.com/resources/knowledge/trading-investing/depositary-receipt/
https://www.sec.gov/files/adr-bulletin.pdf

https://www.investopedia.com/investing/introduction-depositary-receipts/

We made some significant progress this week, but still have a few gaps based on John's document w.r.t American depositary receipt levels, among other things.  Also, given how Luxembourg DRs are defined, perhaps depositary receipt should be a subclass of Security, and then American, European, and Global should also be subclasses of EquityInstrument.

We agreed at the end of the call to post this interim version to GitHub as work-in-progress, so that John and Pete can continue to kick the tires this week.

Decisions:

Action items

  •