Insurance
Non-disclosure case highlights need for better records
Friday 29th of October 2021
The complaint, while not fully upheld by Financial Services Complaints Ltd (FSCL), highlights the need for advisers to keep very good records of the entire advice process and for consumers to be sure they fully disclose any pre-existing medical conditions.
In 2010, Jane (details of the complainant and adviser are confidential) met with her insurance adviser to review her life and mortga...
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