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What are bundled securities?

Being a business owner in Georgia means that you have to look out for your best interests, which can unfortunately be easier said than done at times. Here at Kaufman & Foreman, P.C., we understand that you may sometimes need help protecting your rights and getting compensation for any financial hardships that an untrustworthy partner may have put you through.

The untrustworthy partners are the ones you have to watch out for. One common issue that you as an investor will have to watch out for is called a bundled security. This is a sly move that some underhanded brokers may create together in order to sell high risk securities without you being aware of the fact that you are in fact purchasing something that might be detrimental to your business. They do this by tucking the high risk securities in with safe ones, which is why it is called a bundle.

In most cases, the brokers selling these bundles will not disclose to you the security risks involved in the purchase. In the end, this could result in the loss of moderate to large sums of money. The financial risk is why you should be careful with security bundles, especially if the brokers who are offering them start to become avoidant if you dig deeper or ask questions, or if they gloss over certain aspects of the purchase that you are making.

In situations like this, you may require the aid of an attorney due to the rocky legal nature of security disputes. If you would like to read up more on bundled securities and their risks, as well as other potentially dishonest brokering practices to look out for, please visit our web page.

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Kaufman & Forman, P.C.
8215 Roswell Road
Building 800
Atlanta, GA 30350

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Robert Kaufman has been selected as a 2013 Top Rated Lawyer in ‘Commercial Litigation’ as will be published in the May issue of The American Lawyer & Corporate Counsel magazine.Alex Kaufman has been selected as a 2013 Top Rated Lawyer in ‘Commercial Litigation’ as will be published in the December issue of The American Lawyer & Corporate Counsel magazine.

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