Est. US Investor Losses
$136+
BILLION
Est. Global Investor Losses
$236
BILLION
Est. # of Investors Impacted
1
BILLION
The Problem
When you purchase securities that distribute dividends or capital gains, the first payments you receive represent your own money being returned to you, not taxable income. Unfortunately, for hundreds of missions of people, these payments are unjustly taxed. Wall Street calls this problem "buying a dividend," draining an estimated $100+ billion from investors like you every year. This oversight isn't just an error—it's a massive financial drain on your net worth and financial well-being.
“Buying a Dividend”
All Asset Managers Acknowledge Ongoing Over-Taxation
Hidden deep in every investment fund prospectus, asset managers admit to over-taxation through vague disclaimers. At the Investor Protection Initiative, we advocate for transparency, not hidden risks. Investors deserve to know about fees and unjust taxation up front, not buried in the fine print.
Wall Street's Practices Reduce Your Net Worth
When you invest in income-producing securities, Wall Street’s backward accounting practices mean you’re also buying a hidden tax liability attached to the security you will now be responsible for paying. This not only reduces your net worth but also undermines the growth potential of your investments, affecting your financial security.
Have We Reported This to the Industry?
Absolutely. We've notified over 15,266+ Chief Compliance Officers about systemic, ongoing investor losses and the inadequate and often misleading disclosures found in investment fund prospectuses. Additionally, we've held hundreds of meetings with key industry figures, including exchanges, fund managers, administrators, investment advisors, and custodians. Despite the availability of technology that could prevent investor losses, the industry continues to resist adopting these solutions to protect investors.
Industry Indifference: Losses Deemed Acceptable
Industry leaders admit that billions in investor funds are lost annually due to this preventable and disclosable problem. Yet, some claim these losses are "perfectly fine," arguing that the lack of investor awareness justifies their inaction. This response reveals a troubling lack of concern for your legal investor rights. This problem can and should be fixed.
Disagree? Join Us!
Is the SEC Aware of This Ongoing Harm?
Yes. Over the past several years, we have engaged in numerous discussions with senior SEC officials, including meetings with two SEC Commissioners, a Chief Accountant, the Accounting and Disclosure Review Office and Senior Advisors to the Chair. They are well-informed about the harm being inflicted on investors and have not contested any of the information we've presented.
“Silence Gives Consent” - Plato
Unfair taxation due to backward industry practices has silently eroded your investments, and the financial industry has done nothing to rectify this injustice. It's time to demand your rights as a citizen and investor. Join the Investor Protection Initiative and take a stand against these unethical practices. Your voice can catalyze the change needed to protect and recover your investments.
Together – we can make a difference. Join our Substack Community, where we will organize and speak with one voice.
Contact Info
+1 561.806.3112
Disclaimer
The information provided on this website, and in associated podcasts and videos, is for general informational and educational purposes only. All content is provided by Jeremy Roseberry, a journalist for BattleLine, LLC and is considered to be his opinion. READ MORE....
The "Investor Protection Initiative” is run, owned and managed by BattleLine, LLC.