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Berkeley Burke Private Pension Plan (PO-5670)

Complainant: Mr Michael Beasley
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-5670
Outcome: Not upheld
Respondent: Berkeley Burke SIPP Administration Ltd
Type: Pension complaint or dispute
Date:

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.

 

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