DON’T BE PART OF A
If you’re approached by someone about an investment opportunity - even if it’s someone you know and trust - make sure to check it out first.
Follow these four simple steps and ensure you’re not part of a fraud.
Is that “opportunity” you heard about actually a fraud?
How can you recognize a fraud before you're part of it?
Answer these six questions and learn the warning signs of fraud.
Does it promise that you'll see those returns in a short period of time?
Is the opportunity “risk free” or “guaranteed”?
Is there a push to invest “right now!” or “before it’s too late!”?
Is there a bonus for reinvesting?
Are you encouraged to keep the opportunity “confidential”?
Does it make no sense?
You scored high.
It’s likely that something’s not quite right about this
“opportunity” you heard about.
Call us today and we can help you protect yourself.
BUT DON’T STOP HERE!
You’ve checked the opportunity against the warning signs of fraud but it’s only the first step in the due diligence process.
If you’re considering any investment, remember that you need to know if it’s suitable for you and meets your financial goals. A registered investment advisor can help you assess the investment “opportunity” to determine if it’s right for you.
Continue on to steps 2-4 and learn how you can further protect yourself from fraud. Visit our fraud awareness page
It’s unclear whether this investment opportunity is on the “up and up.”
And that *could be* a sign that something’s not quite right.
Continue on to steps 2-4 and learn more about how you can recognize fraud.
Contact us if you’re still not sure.
Call 1-800-373-6393 or Submit a tip/report a concern online