Attitude to Risk

 

Mr George Slater

10 Checker St

Coventry

CV8 7TB

 

7^th August 2025

 

Dear Sir / Madam,

 

In July 2019 following advice from Company X I invested a large amount of my savings. I was informed that the proceeds from the investment would grow sufficiently.

 

As planned I decided to cash in my investment on 5th April 2024 and was devastated to be informed that it was only worth £31,776, not what I expected. I complained to Company X who told me that they had invested my money in a high risk category which was not as we had discussed.

 

My details are as below:

 

Account no: 1115-YH55

Investment of £45,500 started:  11^th July 2019

 

Received an income of £4,730 on 8^th March 2021

My investment return on 5^th April 2024 was £17,890

 

 

Yours faithfully

 

G Slater

 

Please note: In this scenario the Private Investors income total return table should be used on the notional side.

 

Related Topics

Investments Cases
Initial entry screen
Second entry screen
Common adjustment set
Actual adjustment set
Comparison screen - Tab 1
Comparison screen - Tab 2
Comparison screen - Summary