This page is a collection of links to various site resources and important documents, available for download. For your convenience, by selecting any of the links below, a new browser window will launch.
Gain access to various documents covering margin related topics, including a downloadable Margin Manual.
This booklet provides a summary of certain U.S.
federal income tax rules affecting investments in
various financial instruments, including stocks,
bonds, options and futures contracts. This summary
is for general information purposes only and is not
intended to address any individual investment or tax
situation.
In addition to the Taxes & Investing Guide, this page also includes a link to an IRS publication regarding Investment Income and Expenses, as well as a White Paper for High-net-worth Investors.
This section contains various resources for advisors including an IRA and Options Brochure and a study on the High-net-worth market (World Wealth Report).
Gain access to various white papers related to the options industry.
Download a copy of this booklet, which is published by the Options Clearing Corporation.
Learn more about the OCC's role and its three tiered safeguard system.
Options involve risk and are not suitable for all
investors. Prior to buying or selling an option, a person must receive a copy
of Characteristics and Risks of Standardized
Options (ODD). Copies of the ODD are available from your broker, by
calling 1-888-OPTIONS, or from The Options Clearing Corporation, One North
Wacker Drive, Suite 500, Chicago, Illinois 60606. The information on this
website is provided solely for general education and information purposes and
therefore should not be considered complete, precise, or current. Many of the
matters discussed are subject to detailed rules, regulations, and statutory
provisions which should be referred to for additional detail and are subject to
changes that may not be reflected in the website information. No statement
within the website should be construed as a recommendation to buy or sell a
security or to provide investment advice. The inclusion of non-CBOE
advertisements on the website should not be construed as an endorsement or an
indication of the value of any product, service, or website. The
Terms and Conditions govern use of this website and use of this website
will be deemed acceptance of those Terms and Conditions.