Buying & Selling Bonds
Swap Objectives and General Information
- Do you wish to establish a tax loss or realise a gain?
- Do you wish to improve quality?
- Do you wish to increase yield?
- Do you wish to increase call protection?
- Is there a change in your tax status?
- What is your tax bracket?
- What type of bond are you swapping?
- Do have any other specific investment parameters?
To accomplish any of these objectives are you willing to...
- Extend maturity? _____Yes _____No
- Adjust credit ratings? _____Yes _____No
- Invest additional funds? _____Yes _____No