Investor_Protection_Kit_5-24-13

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ContentsInvest Ed ® Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Your Investment Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .310 Common Fraud Scams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Oklahoma Fraud Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6“Investigate Before You Invest” Checklist . . . . . . . . . . . . . . . . . . . . . . . . 10How to Avoid Becoming a Victim . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Tips for Seniors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Investor Education Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Awareness Quiz. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
INVEST ED ® INVESTOR EDUCATION PROGRAMSWWW.INVESTEDOK.ORGInvest Ed ® Documentary SeriesThis powerful series recounts some ofOklahoma’s most significant securities fraudcases. Each film explores the con artist’smindset and method in executing thescam and includes victim and enforcementofficial interviews. For details and films inproduction, visit investedok.org.“Anatomy of a Fraud: Catching a Con inPottawatomie County” (2004) 28 minutes.Bill Hickman case. Narrated by Rex Linn.“Anatomy of a Fraud: The RogueBroker” (2010) 26 minutes. MarshaSchubert case. Narrated by Rex Linn.“Anatomy of a Fraud: The CasanovaCon" (2013) 26 minutes. MatthewMcClintock Case.Invest Ed ® Investment Minute Radio& Television PSA SeriesA 15-60 second series of unbiasedinvestment basics and securities fraudprevention information, designed toincrease investor well-being throughknowledge and securities fraud awareness.Watch or listen to the Investment MinutePSAs at investedok.org.Invest Ed ® Media OutreachInvest Ed ® My Money Handbook &Investor Protection KitThe My Money Handbook teaches thebasics in money management, from howto read your first paycheck to avoidinginvestment fraud and identity theft. Thehandbook is available in hard copy andonline at investedok.org. Coming Soon:The My Money Handbook eBook App.The Investor Protection Kit offers investorprotection tips, profiles of Oklahomainvestment fraud cases, resources, seniortips and more. It is available in hard copyand online at investedok.org.Invest Ed ® Outreach EffortsThe Oklahoma Securities Commission-Invest Ed ® joined the national ElderInvestment Fraud Exploitation PreventionProgram (EIFFE) Coalition in 2010. Theprogram works with medical professionalsin Oklahoma to detect cases in which olderstate residents are either being scammedor are in danger of being scammedby investment con artists. Check theInvest Ed ® website for updates on futuresenior programs under development.Invest Ed ® STARS(Students Tracking and Researchingthe Stock Market)The STARS project is a financial andinvestment education program for allOklahoma high school students. STARSaligns with PASS Standards and will alignwith Common Core State Standards.STARS raises students’ awareness abouthow to manage and protect their money.Students learn the benefits of making wisechoices, and they experience the effectsof compound interest and time value ofmoney as they research, create and trackvirtual online stock portfolios.STARS is a process that offers studentstools to enhance life skills and thepossibility of obtaining financialindependence in their futures.Eight one-day workshops train teachersto facilitate STARS in their existingcourses. Teachers receive ongoing support.Everything about this project is free.investedok.org | STARSProject DirectorJo Ann Dysart MurrayProject Producer and Developer:Lisa AngelottiAssistant Coordinator:Sabrina DuFranUniversity of Oklahoma Outreach1
Page 1: ®Investor Protection Kitwww.invest
Page 5 and 6: YOUR INVESTMENT RIGHTSWWW.INVESTEDO
Page 7 and 8: 10 COMMON FRAUD SCAMSWWW.INVESTEDOK
Page 9 and 10: Department of SecuritiesThe mission
Page 11 and 12: OKLAHOMA FRAUD CASESWWW.INVESTEDOK.
Page 13 and 14: HOW TO AVOID BECOMING A VICTIMWWW.I
Page 15 and 16: TIPS FOR SENIORSWWW.INVESTEDOK.ORG1
Page 17 and 18: WWW.INVESTEDOK.ORGOther Resources
Page 19 and 20: WWW.INVESTEDOK.ORGApproximately 90

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