Savings Bank-Issued or Savings and Loan Association-Issued Securities

Used for: Securities issued by and representing an interest in, or a debt of, or guaranteed by a federal or state-chartered savings bank or savings and loan association

Filing requirement: Self-executing. No filing or Consent to Service of Process is necessary to claim this exemption.

Frequently asked questions:

Q: May advertisements and mass mailings be used without forfeiting the exemption?

A: Yes.

History:  Predecessor statute Wis. Stat. s. 551.22(4) adopted January 1, 1970. Amended May 1992 to include federal or state savings banks. Repealed and recreated effective January 1, 2009.

Contac​​t Us

Phone: (608) 266-2139