![]() ![]() Unlike traditional fixed-income securities, Market-Linked Investments are generally not principal protected. Market-Linked Investments typically do not pay periodic income, and returns (if any) on the investments are paid at maturity, subject to the credit risk of the issuer. Market-Linked Investments are offered pursuant to a prospectus or offering circular, and may not be in the best interest of all investors. Risk management and diversification processes seek to mitigate, but cannot eliminate risk, nor do they imply low risk. Please contact your Merrill Lynch Wealth Management Advisor for a prospectus. Investors should read the prospectus and carefully consider this information before investing. Mutual Funds, ETFs, new issue CEFs, and UITs are offered pursuant to a prospectus, which contains the investment objectives, risks, charges and expenses and other important information about the UIT or fund. When interest rates go up, bond prices typically drop, and vice versa. Investing in fixed-income securities may involve certain risks, including the credit quality of individual issuers, possible prepayments, market or economic developments and yields and share price fluctuations due to changes in interest rates. Past performance is no guarantee of future resultsĮquity securities are subject to stock market fluctuations that occur in response to economic and business developments. Investing involves risk, including the possible loss of principal. They are not backed by Merrill or its affiliates, nor does Merrill or its affiliates make any representations or guarantees regarding the claims-paying ability of the issuing insurance company.Īsset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Hedging strategies are for eligible investors only (accredited investors, qualified purchasers and/or eligible contract participants, depending on the specific strategy).Īll contract guarantees, or annuity payout rates for annuity contracts and all guarantees and benefits of insurance policies are backed by the claims-paying ability of the issuing insurance company. Options can be assigned/exercised after market close on expiration day.Įxchange Funds are for investors that qualify as accredited investors and qualified purchasers. Note that American-style options can be assigned/exercised at any time through the day of expiration without prior notice. Long options are exercised and short options are assigned. ![]() This is applicable to all options strategies inclusive of long options, short options and spreads. Trading, rolling, assignment, or exercise of any portion of the strategy will result in a new maximum loss, gain and breakeven calculation, which will be materially different from the calculation when the strategy remains intact with all of the contemplated legs or positions. The maximum loss, gain and breakeven of any options strategy only remains as defined so long as the strategy contains all original positions. Supporting documentation for any claims, comparison, recommendations, statistics, or other technical data, will be supplied upon request. You should consult a qualified tax advisor as to how trading options may affect your tax situation. Please note that you will also need to be pre-approved prior to implementing this strategy. Please read the options disclosure document titled " Characteristics and Risks of Standardized Options" before considering any option transaction. Certain requirements must be met to trade options. Options carry a high level of risk and are not suitable for all investors. 1 Options overlay strategy is for accredited and eligible investors only.Ģ Market Linked Investments are for accredited and eligible investors only.ģ Alternative investments generally are for investors that qualify as accredited investors and qualified purchasers.
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