Great customer service is often the key to making or breaking a business. While failure to provide a high standard of service will sometimes result in a business failing. providing a high standard of service can often propel a business to a high market dominance among its competitors. Recognizing this, we at VerifyInvestor.com pride ourselves on our great customer service and want to share with you three keys to focus on for success, and three things to avoid when it comes to how you treat each and every one of your clients.
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Millennials have gotten a bad reputation regarding finance and their ability to save for a rainy day or retirement. However, a new “Relationship With Money” survey by financial services firm Edward Jones found that not only do more Americans born between 1981 and 1996 consider themselves “savers” than those in their parents’ Gen-X cohort (48 percent vs. 46 percent) but they also found that Millennials were better at socking away emergency funds (75 percent vs. 66 percent). “This debunks the myth that Millennials aren’t as financially focused as other generations,” says Edward Jones investment strategist Nela Richardson. This survey is not an outlier observation. It is supported by other research. The Federal Reserve Survey on Consumer Finances found that while Millennials are deep in debt, more than 42 percent have retirement accounts, the highest share for those under 35 years of age since 2001.
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It is fair to say that requesting a credit report is often a hassle. Like so many other industries, as required by law, reviewers also need to review a credit report when an investor is using the net worth method to be verified as an accredited investor. The most important thing to remember is that providing a credit score is not enough as reviewers will need to review the liabilities. Why is a credit report required in the first place? What steps must be taken to secure a full credit report for verification purposes? And how have we made the process easier than ever before? All of these questions will be answered below.
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Facebook is synonymous with societal change through online social media for better and for worse. Recently, one of its top internal employees has come out as a whistleblower. Frances Haugen, worked for Facebook starting in 2019 in its misinformation division. Haugen recently discussed Facebook’s profits over public interest philosophy on 60 minutes. This goes almost entirely against what Facebook has said in congressional hearings over the past few years. Facebook is a major platform for investing companies to solicit potential investors for Rule 506(c) offerings. Therefore it is incredibly important to see how the company treats misinformation as there are as many scam investments as there are authentic ones.
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In the past, we have mentioned how important it is to stay compliant with SEC federal law. We feel it is so important that we started this business specifically to help companies stay and remain compliant with the SEC’s regulations on solicited private equity otherwise known as Rule 506(c). Without sounding like a broken record we would like to remind our readers of the ever so dangerous risks of noncompliance by this cautionary tale based on a recent SEC press release. Read all the way to the end if you would like to know one of the best exemptions available to avoid the pitfalls of non-compliance.
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Last March we published an article regarding the implementation of an accredited investor category in India. Specifically, SEBI, or Securities and Exchange Board of India, was considering the addition of the accredited investor to their regulations. At that time, SEBI gathered public comments to better understand the needs of Indian individuals and entities. Now, several months later SEBI has announced the details for their version of the accredited investor. Not only did SEBI announce the requirements for accredited investor status, but they also explained what is required to verify accredited investors. This exciting new addition to the Indian economy should open up brand-new investment opportunities for investors throughout the country.
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Finding the best career choice is one of the most important decisions an individual can make. Discovering your calling in life is unfortunately a time-consuming experience. Some may find it easy to find their calling in life, while others may find it difficult. Often than not, individuals end up in careers that are unfulfilling. This trap can happen right away or slowly over time, luckily, it is never too late to consider a career change. In order to avoid that situation, it is important to take several steps in order to find out what career works best for you. We will go over several of those steps: career placement exams, mentorship, and self-discovery techniques. Each of these individually or in combination should lead a new graduate, seasoned professional, or anyone in between into a fulfilling and rewarding career.
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Expanding upon previous new accredited investor definitions, Patrick McHenry, a member of the House Financial Services Committee, has also put forward legislation to include another new definition for accredited investor status. This piece of legislation which is called the Equal Opportunity for All Investors Act of 2021 and seeks to allow people with financial acumen to take an exam in order to be considered an accredited investor. The intention of this bill is to equalize investor accreditation away from just simply being wealthy.
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The internet is one of the most important tools humankind has ever developed. The average person has access to an almost infinite well of information on the world wide web. Instantly we can learn about anything and communicate with anyone anywhere. Unfortunately, the side effect of this amazing technology is often the lack of privacy and security. Each internet users’ personal data can be used in any number of ways both innocent and nefarious. Understanding privacy policy practices and taking steps to improve your privacy and security online can help save internet users from data breaches and leaked information.
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We are excited to announce our social media incentive program. We cherish our many partnerships and would like to extend an opportunity for mutual exposure. By posting on your social media platform, not only will you boost your SEO and show the world you are dedicated to compliance by using VerifyInvestor.com, but you will also receive real benefits, see below(terms subject to change):
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