Guidance
What Evidence Should You Keep After an Investment Loss?
A checklist of the documentation that matters most when assessing a potential recovery route.
4 min read
Evidence determines what can realistically be assessed. Keep signed agreements, subscription documents, promotional material, identity and onboarding correspondence, and all payment records.
Preserve digital material properly: export email threads, screenshot messaging apps with visible dates and handles, and record website addresses before they are taken down.
This article is general information, not advice on your circumstances. Every matter is assessed individually on its own facts.
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