13 C.F.R. § 107.650

Current through May 31, 2024
Section 107.650 - Requirement to report portfolio valuations to SBA

You must determine the value of your Loans and Investments in accordance with § 107.503 . You must report such valuations to SBA within 90 calendar days of the end of the fiscal year in the case of annual valuations, and if you are a Leveraged Licensee within 45 calendar days following the close of other reporting periods. Reinvestor SBICs must report valuations to SBA within 120 calendar days of the end of the fiscal year in the case of annual valuations, and within 120 calendar days following the close of other reporting periods. You must report material adverse changes in valuations at least quarterly, within 30 days following the close of the quarter.

13 C.F.R. §107.650

88 FR 46011, July 18, 2023
88 FR 46011, 8/17/2023; 89 FR 3548, 3/4/2024