Ombudsman's legally binding decisions
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Last updated on 25 June 2025 with legally binding decisions up to the end of December 2024.
Bonds Decision Reference 2019-0364
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, Delayed or inadequate communication, Failure to advise on tax implications/tax relief
Year: 2019