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.

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PDFShares/Equities Investment Decision Reference 2022-0251

Sector: Investment

Product/Service: Investment

Primary Conduct Complained Of: Customer Service

Outcome: Rejected

All Conducts Complained Of: Delayed or inadequate communication, Failure to process instructions, Failure to provide correct information, Value of policy at surrender less than expected or projected

Year: 2022

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