Search for: "Puerto Rico Investors Tax-Free Fund, Inc." Results 21 - 40 of 42
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27 Mar 2015, 7:07 am by Adam Weinstein
Government Securities Fund; Puerto Rico Fixed Income Fund I-VI; Puerto Rico Investors Tax-Free Fund I-VI; Puerto Rico Tax-Free Target Maturity Fund I-II; and the Puerto Rico Investors Bond Fund. [read post]
13 Dec 2013, 5:40 am by D. Daxton White
  Some of the funds with the most exposure include:  Oppenheimer Rochester Funds, UBS Puerto Rico AAA Portfolio Bond Fund, UBS Puerto Rico AAA Portfolio Bond Fund II, UBS Puerto Rico AAA Portfolio Target Maturity Fund, UBS Puerto Rico GNMA & US Government Target Maturity Fund, UBS Puerto Rico Fixed Income Fund, UBS Puerto… [read post]
27 Jun 2018, 6:34 am by Staff Attorney
Brokers have recommended Puerto Rico bonds over the past decade as an attractive high yielding investment that is triple-tax free – meaning interest earned is free of federal, state, or local taxes. [read post]
8 Oct 2013, 11:19 am by Adam Weinstein
Government Securities Fund  $ 6.04 9/30/2013 -39.6% Puerto Rico Fixed Income Fund  $ 3.44 9/30/2013 -65.6% Puerto Rico Fixed Income Fund II  $ 4.01 9/30/2013 -59.9% Puerto Rico Fixed Income Fund III  $ 3.83 9/30/2013 -61.7% Puerto Rico Fixed Income Fund IV  $ 4.90 9/30/2013 -51.0% Puerto Rico Fixed Income Fund V  $ 4.33… [read post]
4 Feb 2014, 1:25 pm by Adam Weinstein
Firms such UBS, sold proprietary bond funds to customer such as the Puerto Rico Fixed Income Fund and the Puerto Rico Investors Tax-Free Fund series that invested up to 140% of their assets in Puerto Rico debt through the employment of leverage. [read post]
31 Mar 2017, 10:44 am by Renae Lloyd
The Hernandez family alleges UBS through misrepresentation, negligence and unsuitability caused them to lose money on their investments in UBS’s Puerto Rico fixed income funds and tax-free. [read post]
13 Jul 2017, 6:52 am by Renae Lloyd
The causes of action related to claimants’ investments in tax-free government bonds issued by various Puerto Rico government agencies. [read post]
9 Aug 2014, 6:41 am by Adam Weinstein
The law offices of Gana LLP has recently filed securities arbitration case on behalf of an investor against UBS Financial Services, Inc. and UBS Financial Services, Inc. of Puerto Rico (UBS) involving allegations that UBS’ misleading sales tactics and inappropriate recommendations surrounding Puerto Rico bonds in the Claimant’s portfolio. [read post]
22 Oct 2013, 2:32 pm by Adam Gana
Government Securities Fund  $ 6.04 9/30/2013 -39.6% Puerto Rico Fixed Income Fund  $ 3.44 9/30/2013 -65.6% Puerto Rico Fixed Income Fund II  $ 4.01 9/30/2013 -59.9% Puerto Rico Fixed Income Fund III  $ 3.83 9/30/2013 -61.7% Puerto Rico Fixed Income Fund IV  $ 4.90 9/30/2013 -51.0% Puerto Rico Fixed Income Fund V  $ 4.33… [read post]
3 Sep 2015, 8:35 am by Lax & Neville LLP
According to media reports and the various lawsuits filed against UBS by investors in Puerto Rico, UBS recommended that its clients invest in highly leveraged, risky closed-end bond funds that were heavily invested in Puerto Rican municipal debt, such as the Tax Free Puerto Rico Fund II. [read post]
13 Aug 2017, 6:00 am by Ed. Microjuris.com Puerto Rico
The History of PPP Projects in Puerto Rico PPP projects in Puerto Rico have a mixed history. [read post]
25 Jun 2014, 6:57 am by Adam Weinstein
The attorneys at Gana LLP are experienced in representing investors concerning unsuitable Puerto Rico UBS bond funds, REITs, and other investments to recover their losses. [read post]
9 Jan 2019, 7:27 am by Staff Attorney
  According to records kept by The Financial Industry Regulatory Authority (FINRA), most of Mass’ customer complaints allege that Mass made unsuitable recommendations in a variety of investments including REITs, Puerto Rico bonds, and mutual funds. [read post]
8 Oct 2018, 10:50 am by Staff Attorney
In July 2018 a customer complained that Cavanagh engaged in unsuitable investments, made misrepresentations, breached his fiduciary duty, was negligent, and committed fraud in connection with Puerto Rico and Rochester Bond Fund. [read post]
15 Oct 2012, 8:13 am by Charles Johnson
  The evidence showed that from 1996 through September 2000, Edwards, the founder of ETS Payphones, Inc. [read post]