The SBA evaluates submissions from existing and prospective Trading Counterparties on an ongoing basis in the context of service needs which are subject to change. Additional information may be requested at the discretion of the SBA. Submitting the Trading Counterparty Application and other documents does not create an obligation on the part of the SBA to respond to a submission, approve a Trading Counterparty, enter into an agreement or execute transactions with a firm.
Companies interested in executing equity, fixed income, derivatives and other transactions on behalf of or with the State Board of Administration (SBA) must complete the Trading Counterparty Application and upload the application and supporting documents listed in Section 6 here.
Existing firms should submit the Trading Counterparty Renewal Form and supporting documents annually to your contact at the SBA.