Investment Decision In A Product
Never invest in a product that you don't fully understand. Consult information sources such as business and financial publications. Information regarding the fundamentals of investing and basic financial terminology can be found at your local library.
Ask your sales representative for the prospectus, offering circular, or most recent annual report – and the "Options Disclosure Document" if you are investing in options. Read them. If you have questions, talk with your sales representative before investing.
You also may want to check with another brokerage firm, an accountant, or a trusted business adviser to get a second opinion about a particular investment you are considering.
Keep good records of all information you receive, copies of forms you sign, and conversations you have with your sales representative.
Nobody invests to lose money. However, investments always entail some degree of risk.
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