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.