Search for: "TAX-FREE PUERTO RICO FUND, INC."
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27 Mar 2015, 7:07 am
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]
9 Oct 2013, 6:00 am
UBS Tax Free Puerto Rico Fund, Inc. [read post]
9 Oct 2013, 6:01 am
UBS Tax Free Puerto Rico Fund, Inc. [read post]
27 Jun 2018, 6:34 am
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]
31 Mar 2017, 10:44 am
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
The causes of action related to claimants’ investments in tax-free government bonds issued by various Puerto Rico government agencies. [read post]
8 Oct 2013, 11:19 am
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
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]
6 Mar 2018, 5:23 am
The value of Puerto Rico’s municipal tax-free bonds has largely fallen as a result. [read post]
13 Dec 2013, 5:40 am
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]
22 Oct 2013, 2:32 pm
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]
9 Aug 2014, 6:41 am
Claimant alleged that the bonds were portrayed as safe, secure, fixed-income securities that would preserve her principal while providing tax-free income. [read post]
3 Sep 2015, 8:35 am
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]
9 Oct 2013, 12:39 pm
UBS Tax Free Puerto Rico Fund, Inc. [read post]
13 Aug 2017, 6:00 am
The History of PPP Projects in Puerto Rico PPP projects in Puerto Rico have a mixed history. [read post]
4 Jun 2013, 8:45 am
Additionally, the panel will touch upon ethical issues unique to practicing in Puerto Rico and the Caribbean. [read post]
22 Sep 2011, 10:52 am
The defendants and entities are: Luis Conde-Rosa was the chief procurement officer of the Puerto Rico Department of Education; Daniel Erazo-Burgos was the procurement supervisor of the Puerto Rico Department of Education; Juan Carlos Mattei-Marcano was vice-president of School Solutions and president of Janpo, Inc.; Ruben Mattei-Díaz was a principal of School Solutions, Inc. and president of Pochomba, Corp.; Julio Perrone-Mattei was… [read post]
22 Sep 2011, 10:52 am
The defendants and entities are: Luis Conde-Rosa was the chief procurement officer of the Puerto Rico Department of Education; Daniel Erazo-Burgos was the procurement supervisor of the Puerto Rico Department of Education; Juan Carlos Mattei-Marcano was vice-president of School Solutions and president of Janpo, Inc.; Ruben Mattei-Díaz was a principal of School Solutions, Inc. and president of Pochomba, Corp.; Julio Perrone-Mattei was… [read post]
9 Jan 2019, 7:27 am
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]
25 Jun 2014, 6:57 am
His broker Luis Roberto Fernandez Diaz, recommended Puerto Rico municipal bond funds that contained a 3 percent upfront sales fee and 1 percent annual expenses. [read post]