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No. of Recommendations: 4
One time when I was requesting materials on a company from a TA, I asked for the Annual report, 10k, 10q, and recent press releases along with the DRIP perspectus. When they told me I'd need the share first, I said I wanted the info before buying because it is foolish, (no kidding, I used that word), to invest without researching first. The woman on the line replied that she thought that made sense and sent me the packets I requested. I find that asking for the AR, 10k & q, press packet at the same time as the DRIP Perspectus always seems to work for me.

cfkane
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