Berkeley Burke Private Pension Plan (PO-5670)
Complaint summary
Mr Beasley has complained that Berkeley Burke failed to carry out sufficient due diligence in respect of his investments into Green Oil Plantations and Harlequin Property.
Summary of the Ombudsman’s determination and reasons
The complaint should not be upheld because it was not Berkeley Burke’s responsibility to carry out the level of due diligence suggested by Mr Beasley in respect of investments chosen by him.
View determination
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