CR193 Misselling – was advice by agent appropriate – was the investor’s decision informed? Background The policyholder, the complainant in this matter, was invested in
CR194 Misselling – client not needing RA proceeds at age 70 – adviser recommending two annuities, one funding life cover, the other a 15 year
CR145 Misselling; misleading marketing material. Background The complainant, a 47 year old teacher, was handed a flyer while she was standing in a bank queue,
CR148 Misselling – complainant alleges that she could never qualify for one of the benefits provided under the contract and that the policy was therefore
CR149 Misseling – onvanpaste advies – belegging – lewende annuïteit – appèl. Agtergrond Mnr H was ‘n kliënt van A M Makelaars (AM) wat ‘n
CR150 Misselling – complainant not uninformed. Background Due to a decline in his capital investment and monthly benefit, the complainant contemplated changing his life annuity