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Client invested in some capital protection funds through her bank wealth RM but was not aware there was a lock in period of 3 years. She was only told that her capital would be preserved.
She was also given insurance plans but with incorrect address, was not aware that insurance policies had been issued.
Before you invest in schemes, do due diligence and check if you have all relevant information. Is there a lock-in period? Can you liquidate if a need arises? Ask questions.
Be wary if they seem too eager or pleading for your business.
I have also faced these situations Harmikji. Very well handled. Good reiteration.
