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Strategies For Avoiding Scams

The Meaningful Money Personal Finance Podcast

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How Safe Is My Money?

There's a really important set of rules called the CAS rules, which is client asset and something else. It means that your money has to be kept separate from the operating expenses of whoever you're investing with. And also, we're investing in anything where someone is being paid for distribution. That should go without saying any regulated company has to follow those rules. But it is vital, I think, that we know who it is that actually is holding our dash underneath it.

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