Friday, June 5, 2020

Tag: Legal

FOS Top 10 Tips for Getting Advice Right

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When providing personal financial advice to retail clients, there are a few things to keep in mind to ensure you can avoid disputes. It...

Case Study – Ward v MetLife

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In this legal case, the plaintiff sued his insurer after his group salary continuance claim was discontinued because he was deemed to be no...

Case Study – Swansson v Harrison

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In this legal case study, Richard Swansson (plaintiff) successfully sued the adviser, Russell Harrison, and his licensee (Synchron) for damages of nearly $1.5 million...

Case Study – CFP v Couper

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This legal case study deals with a client who switched his life insurance cover from one company to another, on the advice of his adviser....

Case Study – Ravesi vs National Australia Bank

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In this legal case study, the client, Paul Ravesi, successfully argued that he was entitled to damages because his adviser, Peter Moore, an employee...