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Client sought $200,000 saying adviser mislead him about insurance cover

Monday 15th of April 2024
However, although the adviser had all the documentation about quotes and the policies involved, he didn’t have detailed notes of the calls and meetings with the client, which could have led to the complaint being discontinued earlier or prevented a dispute being made to the FSCL in the first place.
Originally the client, who was a franchise business owner, had had a number of insu...
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