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Disclaimer:
In the
interactive decision tree that follows, we have summarized
the major rules for
determining whether a call option constitutes a qualified
covered call.
Before
proceeding, please be sure to understand that the information in
this decision tree does not constitute legal or tax advice and
is not a solicitation or offer to buy or sell any security or
engage in any investment transaction. You also should understand
that no security or investment transaction may be offered or
sold to any person in a jurisdiction in which such offer or sale
would be unlawful under the securities laws of such
jurisdiction. Twenty-First Securities is not registered as a
broker-dealer in certain states and, therefore, its activities
in such states will be subject to certain restrictions or may be
prohibited.
Persons or
entities engaging in a transaction through Twenty-First
Securities generally are subject to certain minimum financial
and sophistication qualifications, and are encouraged to consult
their own financial and tax advisers. Prior to placing an
order, a client must receive a copy of a current Options
Disclosure Document, available by clicking the link on this page
or by calling Twenty-First Securities at 212-418-6000.
Options
involve risk and are not suitable for all investors. Before engaging in an options transaction,
investors must review the options disclosure document Characteristics
and Risks of Standardized Options (PDF Format).
Understand and wish to proceed
Do not wish to proceed
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