District Resolution Adopting Authorized Broker/Dealer List 2026-06-23
UMB Financial Services Approved as Authorized Dealer
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Description
The Board authorized UMB Financial Services as a broker/dealer for District investment transactions in compliance with Texas public funds investment requirements. The firm must provide written certification after major changes to the Investment Policy.
Contract Details
Vendor
UMB FINANCIAL SERVICES
Agency
Collin County Community College District, TX
Contract Type
FINANCIAL_SERVICES
Document Date
June 23, 2026
Contract Term
Reviewed and adopted broker/dealer list as of June 23, 2026; to be reviewed at least annually
Renewal Date
2027-06-23
Renewal Info
Authorization is tied to inclusion on a broker/dealer list that must be reviewed and adopted annually by the Board.
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