ReAssure Retirement Account (CAS-40059-V7L1)
Ombudsman’s Determination
Outcome
I do not uphold Mrs N’s complaint and no further action is required by ReAssure.
Complaint summary
Mrs N has complained that ReAssure used the incorrect unit price date to purchase her chosen units when setting up her new Retirement Account. She would like to establish:
· when ReAssure received the completed application form;
· what date should have been used to sell and purchase the relevant units; and
· what financial loss she has suffered.
View determination
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