The natural enemy of the bank is not the customer, protect the source of wealth, and be wary of the

Mondo Finance Updated on 2024-01-31

On this day, the customer Aunt Zhang stepped into the bank branch, and she brought a new way of financial management. She mentioned that a company's ultra-high interest rate wealth management products have an annual interest rate of more than 10%, far exceeding the bank's wealth management income. She said that relatives in the family are investing, and some have successfully recovered the principal and interest. When the wealth manager heard this, he immediately realized that it might be an informal financial institution. He is well aware that these institutions often use "risk-free, high-yield" as bait to lure investors into the trap.

The financial manager patiently persuaded Aunt Zhang and reminded her to be cautious about this high interest rate**. He cited news reports of P2P companies running away in recent years, and warned her that investment and financial management is not a momentary impulse, but a process that requires long-term planning and steady implementation. He suggested that Aunt Zhang ** National Anti-Fraud Center APP to understand fraud methods and learn anti-fraud knowledge.

Rational investment: Don't be fooled by high interest rates

Investment and wealth management is an important means of wealth appreciation, but it is not a shortcut to achieve it overnight. High interest rates** often come with high risks, and investors need to look at it rationally and not be confused by the immediate benefits. When choosing wealth management products, you should fully understand the characteristics and risks of the products, and do not blindly pursue high returns. Formal financial institutions are the preferred channel for investors to manage their finances, and they have the corresponding licenses and qualifications, as well as strict supervision and review mechanisms.

Prevent risks: protect your wealth].

Investors should enhance their awareness of risk prevention and make it clear that investment is risky. Older people should choose investment methods more carefully, and give priority to investment projects with lower risk and stronger protection. Before investing, you should understand the company's qualifications and the legitimacy of the business premises, and check the basic information such as the qualifications of the sales personnel. At the same time, develop good investment and financial management habits, and carefully read the brochure of wealth management products, risk notices and related agreements and other documents. When paying the investment amount, it is necessary to pay the money to the account of the counterparty to the contract and keep the payment voucher to protect your rights and interests.

Wise Move: Seek professional advice and learn about anti-fraud

When investors encounter suspicious situations or feel that they may fall into the trap of fraud, they should seek help or report to the relevant authorities in a timely manner. Professionals such as wealth managers in formal financial institutions are a reliable source for investors to seek advice. In addition, investors should actively learn anti-fraud knowledge, increase vigilance, and learn to identify fraud methods. Learn about fraud cases and prevention measures through the National Anti-Fraud Center app and other channels, and enhance self-protection capabilities.

Summary and Recommendations].

Protecting wealth requires reason and wisdom. Investors should establish a correct concept of investment and financial management, and not be confused by high interest rates**. When choosing wealth management products, you should give preference to formal financial institutions and understand the characteristics and risks of the products. At the same time, enhance the awareness of risk prevention and develop good investment and financial management habits. When encountering suspicious situations or feeling the risk of fraud, you should seek help and report it in time. Together, let's work to create a safe and healthy financial environment and protect the source of our wealth.

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