hard · Debt Capital Markets

An analyst is evaluating a 'make-whole call' provision. Why is this feature generally considered 'investor-friendly' compared to a standard fixed-price call?

  1. It ensures the investor is compensated for the present value of lost coupons
  2. It automatically converts the bond to equity if the call is not exercised
  3. It prevents the issuer from ever refinancing the debt
  4. It allows the investor to 'put' the bond back if rates rise

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