Patent ID: 8645252
Filing Date: 2014-02-04
Classification: G06Q

Abstract:
1. A method for providing an investment unit comprising: providing, by a computer, from an issuer to a purchaser a fixed income instrument as a part of the investment unit; providing, by a computer, from the issuer to the purchaser a forward purchase contract as a part of the investment unit, wherein the forward purchase contract requires a purchase of at least one share of common stock at a specified price and at a stock purchase date; providing, by a computer, from the issuer to a remarketing agent a remarketing agreement as a part of the investment unit, wherein the remarketing agreement provides for a remarketing of the fixed income instrument on a remarketing date at a remarketing price computed, by a computer, equal to the sum of a percentage Treasury portfolio value, and the fair market premium; and providing, by a computer, from the issuer to the remarketing agent an option to call the fixed income instrument from the purchaser on the remarketing date, wherein the call option is a part of the investment unit.