Views:

Financial Planning Magazine, 2019 November Issue, page 8

In recent years, the Financial Industry Disputes Resolution Centre has seen an increase in the claims filed by consumers against financial advisers licence holders. Most of these claims related to allegations of inappropriate advice, misrepresentation or disclosure issues. Most commonly, the product involved was investment-linked insurance products. Through two case scenarios, this article provides some tips to prevent and manage financial disputes.

Read on here.