Download Hedged Dividend Study
In order to receive a copy of the Sungarden Hedged Dividend Study you must first confirm you meet the definition of one of the two categories of investors presented below.
It is the responsibility of you, the investor, to provide Sungarden Investment Research with accurate information concerning your financial situation and qualifications. Only individuals who qualify will be able to receive a copy of the Sungarden Hedged Dividend Study.
A Sophisticated Investor is a type of investor who is deemed to have sufficient investing experience and knowledge to weigh the risks and merits of an investment opportunity. Certain assumptions are made concerning sophisticated investors: Sophisticated Investors can hold their investments indefinitely (the funds do not need to be liquidated for cash needs) and they can assume a total loss of investment principal without causing severe damage to their overall net worth.
The following net worth or income restriction must be met before a person can be classified as a sophisticated investor:
*Must have a current net worth of at least $2.5 million and have current investable assets of at least $500,000., or
Must be a financial advisor registered as an investment adviser (or an investment adviser representative of a registered investment adviser).
Please initial below signifying you meet one of the two qualifications required to receive a copy of the Sungarden Hedged Dividend Study: