Topics & Cases Archive

Policyholder Protection Rules

CR223 Interest – complainant cancelled during the cooling-off

28/02/2024 No Comments

CR223 Interest – complainant cancelled during the cooling-off Background 1. The complainant had signed an application form on 6 April 2005 for a “Sinking Fund”

CR227 Loans – Loan on security of policy – complainant alleges interest rate not disclosed

28/02/2024 No Comments

CR227 Loans – Loan on security of policy – complainant alleges interest rate not disclosed Background 1. On 6 April 2001 the complainant made an

CR35 Jurisdiction – if an investment product is “wrapped”

28/02/2024 No Comments

[vc_row][vc_column][vc_column_text]CR35 Jurisdiction – if an investment product is “wrapped” in a life assurance policy any complaint would fall within the Ombudsman’s terms of reference Background