Anyone fancy doing an investment project?

Brendan Burgess

Founder
Messages
53,393
I think it would be very useful if someone went through the Ombudsman's findings over the past few years and selected out the ones which deal with investments and investment advice.

A potential complainant could then see how best to present a complaint and the likelihood of being successful.

It would also be useful to companies and advisors to get their practices in order so that they meet the codes and the standards of fairness set by the Ombudsman.
 
Brendan, I have two cases with the Ombudsman at present. If you wish I will send you the findings when complete.