Ombudsman's legally binding decisions

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Last updated on 22 September 2025 with legally binding decisions up to the end of July 2025.

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Sector: Investment

Product/Service: Endowment

Primary Conduct Complained Of: Management of Fund

Outcome: Rejected

All Conducts Complained Of: Value of policy at surrender less than expected or projected, Failure to provide warning re. Nature of investment

Year: 2018