C
CareerSearch
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Hi,
I would appreciate some advice.
An asssurance policy was incorrectly completed by my adviser when transferring information from a previous policy - incorrect birth date indicated. The forms were signed and the agent indicated he would transfer the information. The adviser received the standard provider fee.
To correct this a new policy with a different provider was proposed to me and opened (with a higher monthly fee) and the original policy cancelled after multi-year payments made. Again a provider fee was paid to the adviser.
Was my policy negated due to this error?
Is this the best way to deal with this or is there an alternative?
Am I entitled to recover the multi-year monthly payments made from the incorrect policy provider?
Many thanks for your advice.
I would appreciate some advice.
An asssurance policy was incorrectly completed by my adviser when transferring information from a previous policy - incorrect birth date indicated. The forms were signed and the agent indicated he would transfer the information. The adviser received the standard provider fee.
To correct this a new policy with a different provider was proposed to me and opened (with a higher monthly fee) and the original policy cancelled after multi-year payments made. Again a provider fee was paid to the adviser.
Was my policy negated due to this error?
Is this the best way to deal with this or is there an alternative?
Am I entitled to recover the multi-year monthly payments made from the incorrect policy provider?
Many thanks for your advice.