Buying & Selling Bonds

Bond Swapping

Swap Objectives and General Information

  1. Do you wish to establish a tax loss or realise a gain?
  2. Do you wish to improve quality?
  3. Do you wish to increase yield?
  4. Do you wish to increase call protection?
  5. Is there a change in your tax status?
  6. What is your tax bracket?
  7. What type of bond are you swapping?
  8. Do have any other specific investment parameters?

To accomplish any of these objectives are you willing to...

  1. Extend maturity? _____Yes _____No
  2. Adjust credit ratings? _____Yes _____No
  3. Invest additional funds? _____Yes _____No

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