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51 105f3a  Form

51 105f3a Form

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Elder Financial abuse is it's a growing concern in the investment industry and it can take several forms so it can happen when somebody that an elderly person knows and trusts well is exploited or coerced into taking large withdrawals from their SA account or from their retirement accounts uh it can happen when somebody again that the person trust convinces um an elderly person to invest in a really inappropriate uh investment scam uh perhaps a Ponzi scheme that might promise very unrealistic High returns it could happen uh when somebody has a power of attorney uh for an elderly person and they take advantage of that uh of that power of attorney and and again that trusted position and may siphon off funds from a retirement account or or an investment account and it can also happen uh when uh an investment advisor might make inappropriate uh investment recommendations for an elderly person and so it's very important uh to understand what these signs look like so that if

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