Suffolk Life Master SIPP (CAS-37412-G7F9)
I do not uphold Mr Y’s complaint and no further action is required by Curtis Banks.
Mr Y’s complaint is that Curtis Banks unreasonably required his investment manager to have professional indemnity insurance cover (PI cover) in place before he could reinvest funds within his SIPP account. He believes he was treated unfairly in this regard, and as a result he missed investment opportunities which resulted in him suffering a financial loss.
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