Bridge over ocean
18 June 2008 Multimedia

Principal-protected Notes—Understanding Their True Colours

  1. Sheldon Chychrun
  2. Jason Agby, CFA
  3. Daniella Dimitrov

Sheldon Chychrun, Jason Agby, CFA, and Daniella Dimitrov discuss the following:

  • Why PPNs are occurring, how they work, and the differences amongst PPNs and between PPNs and other investment products
  • Issues or concerns, such as transparency
  • Why you need to educate yourself and your clients about the products

Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.

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