INVESTOR CHECKLIST

• Visit the website of the company with whom you are considering investing. Learn as much as you can about the company.
• Speak with the CEO personally. Make sure they are willing to answer all of your questions.
• Check with the securities board in your state or province to see if the company you’re considering has any security violations on record. Also, the board’s website may provide educational information on investing.
• Consider whether the investment is right for you. Are you comfortable with the degree of risk involved? Can you afford the loss of your risk capital? Can you take advantage of any tax benefits? Are you comfortable with the company and/product?
• Consult your CPA and/or legal counsel if you need more specific advice on any investment.
• Visit the drilling site, if possible. Not only is it exciting and educational to experience the “oil field” first hand, but you can actually see the working field operations, where your investment dollars are going.
• Do not limit yourself to one-off investing. It may be well worth starting out small with a company you’ve never invested in before and then building a long-term relationship over time.
• Do not feel pressured. Take your time to learn all you need to make an informed decision