For example, the proposal is made:
- that you deposit money against
payment of interest
- that you open an account to place
your money
- to sell you securities (shares,
bonds, savings
certificates, UCIT units, etc.)
- to buy such securities for you
- to transmit or execute stock
exchange orders for you
- to manage your assets for you
(portfolio management)
- to provide you with investment
advice.
at a meeting,
by telephone, fax, letter, via the Internet, ...
Ask
the following three questions before taking any decision.
|
WHO
?
|
Does
the person have the requisite authorization to offer me financial
services?
|
|
WHAT
?
|
What
exactly am I being offered ?
|
|
HOW
?
|
What
sort of behaviour do I have to watch for ?
|
What
should I do if I have entrusted money to a person lacking
the requisite authorization ?
|
|
6
tips you should absolutely read …
Dare
to say "no"
Understand
what you are being offered
Take
plenty of time to think
Be
on your guard when spectacular returns are offered
Be
on your guard when services are offered by telephone or
via the Internet (via e-mail)
and
chiefly
Deal
only with intermediaries with the requisite authorization
|
| 
