Fight Investment Fraud - PowerPoint PPT Presentation

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Title:

Fight Investment Fraud

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Investors should do their homework and. verify information through independent ... You have heard a lot about wise and safe investing and how to recognize ... – PowerPoint PPT presentation

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Title: Fight Investment Fraud


1
Fight Investment Fraud
2
You shouId provide personal or financial
information to anyone that requests it.
False

3
You should have a plan or script to end
unsolicited telephone calls.
True

4
You should hurry and make any investment
decisions quickly so you dont miss out.
False

5
You should ask questions to find out as much as
you can about the investment product, the person
selling it, and the firm or company they
represent.
True
6
Investors should do their homework and verify
information through independent sources such as
the Washington State Department of Financial
Institutions also known as DFI.
www.dfi.wa.gov or 1-877-RING-DFI
True

7
What does DFI stand for?
Department of Financial Institutions

8
You should be wary of offers or
professional services that are free of charge.
True

9
There are no free lunches.
False

10
You should invest only in products that you fully
understand.
True

11
You should report investment fraud to regulators.
True

12
Before investing, you should consider all your
options, compare products, and consult with
someone you trust.
True

13
You have heard a lot about wise and safe
investing and how to recognize persuasion tactics
used by con men today. Please share this
information with friends and family members.

14
Congratulations Fraud Fighters!
15
Sign Up for AlertsComplete Your Evaluations
16
Thank You!
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