1. Carefully read fine print and understand terms before signing any document, and without leaving any blanks to prevent misuse.
2. Trade through registered brokers only to ensure security and fairness, without any cash transactions, and give only specific power of attorney.
3. Evaluate your financial adviser, portfolio manager and relationship manager for knowledge, experience and integrity periodically.
4. Trust statements, contract notes and bills, but verify them too and point out discrepancies immediately.
5. Safeguard your documents, for exercising your legal rights, and give precise instructions, preferably in writing.
6. Investigate any suspicious and unauthorized transactions, file written complaints and escalate them if unresolved.
7. Keep your profile updated to ensure receiving all communication.
8. Avoid dealings with companies having dubious management, and don't get lured by glib advertisements and sales talk, especially if you are old, to avoid high risk investments with unrealistic returns.
9. Safeguard yourself against credit card and password frauds, especially on the internet.
10. Get its macro picture right before investing in a financial product, and never trade on insider information.
2. Trade through registered brokers only to ensure security and fairness, without any cash transactions, and give only specific power of attorney.
3. Evaluate your financial adviser, portfolio manager and relationship manager for knowledge, experience and integrity periodically.
4. Trust statements, contract notes and bills, but verify them too and point out discrepancies immediately.
5. Safeguard your documents, for exercising your legal rights, and give precise instructions, preferably in writing.
6. Investigate any suspicious and unauthorized transactions, file written complaints and escalate them if unresolved.
7. Keep your profile updated to ensure receiving all communication.
8. Avoid dealings with companies having dubious management, and don't get lured by glib advertisements and sales talk, especially if you are old, to avoid high risk investments with unrealistic returns.
9. Safeguard yourself against credit card and password frauds, especially on the internet.
10. Get its macro picture right before investing in a financial product, and never trade on insider information.