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Educational checklist

Warning signs that deserve an independent review.

Grouped into three clusters. One sign alone does not prove misconduct. Several combined signs justify an independent review before you send — or send more — money.

Cluster 1

Money-movement red flags

How, when and why you are being asked to pay.

  • Pressure to transfer funds quickly.
  • Guaranteed high returns.
  • Refusal to disclose fees.
  • Returns presented without full expenses.
  • Requests for emergency capital after you've invested.
  • Payment dates constantly moving.
  • Promised buyback not honoured.

Cluster 2

Documentation red flags

What is put in writing — and what is withheld.

  • Contract delivered shortly before payment.
  • Documents provided only in a foreign language.
  • No independent appraisal.
  • Missing financial statements.
  • Inconsistent reports.
  • Refusal to provide bank or property information.
  • Pressure to sign amendments.

Cluster 3

Structural & behavioural red flags

The people, the entities and the way they behave.

  • An "exclusive" opportunity with little time to review.
  • The promoter discourages independent advice.
  • Complex ownership without clear explanation.
  • No realistic downside scenario.
  • The promoter controls every professional involved.
  • Repeated unexplained delays.
  • Sudden changes in strategy.
  • New entities replacing the original company.
  • Investors being told not to communicate with one another.
  • Management blaming every problem on the market without evidence.

Recognise several of these? Do not wait.

Confidential Assessment