Ombudsman's legally binding decisions

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PDFShares/Equities Investment Decision Reference 2018-0119

Sector: Investment

Product/Service: Investment

Primary Conduct Complained Of: Advice Incorrect/Unsuitable (post sale)

Outcome: Partially upheld

All Conducts Complained Of: Failure to provide product/service information, Product not suitable , Value of policy at surrender less than expected or projected

Year: 2018

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