Valuation of Securities

Securities
iSite+ provides you with the capability to view current valuation information for securities in the NAIC database. Securities are assets that represent a company's stock ownership of another company.

To access securities information:

1. Under the Applications tab select VOS Security Search - AVS+
2. Select a range of securities to search. There are the following 3 selections to pick from:
          Current - Current securities in the SVO database
          History - Securities that have matured or been retired
          Filing Exempt - Securities in the SVO database designated as Filing Exempt.
3. You may search for securities by Issuer Number, CUSIP Number, Maturity Date or Issuer Name.
4. In the Search Criteria field, type the desired search criteria corresponding to the selected field name.
5. Modifiers

   If you complete more than one search line, you must join the lines by designating one of the following modifiers:

   AND Returns matches containing all of the criteria entered in the connected lines; AND is the default modifier used by the program if no other modifier is selected.

   AND-NOT Returns matches that do not contain the criteria entered in the selected line.

   OR Returns matches containing the criteria entered in either of the connected lines.

   To enter a modifier before a line, use the arrow keys or click on the arrow to the right of the Modifier field to scroll through the list of acceptable modifiers. The modifier applies to the search line it immediately precedes. For this reason, the only available modifier for the first search line is NOT; any other modifier would require more than one search line.

6. When you have entered the criteria, click the Go link to the right of the Search Criteria region.
7. The Securities Lookup Results Page will display a list of securities matching the criteria entered.
8. Click a security from the list to view its specific information.
9. Click the Security Valuation Jumpstart Report link to open the report. For information on the report Click here.
10. To print the information click the Print Information link on the lower portion of the page.
11. To close the window, click the close (X) button at the top right of the window.
12. To save the list of criteria, select the Save button located in the Save Criteria area of the page. A text box will display that requires a name for the list of the search criteria. The name must start with a letter and must be under 25 characters long. If you want this criteria to display as the default each time you enter the Search page, click the Use As Default checkbox when the criteria name is displayed in the list box to the left. To delete a criteria, click the Delete button in the Save Criteria area when the criteria name is displayed in the list box. NOTE: Only five sets of criteria can be saved. Only one set of criteria can be designated as the default.