Attitude to Risk

 

Miss Penny Bond

18 George Lane

Coventry

CV5 7KT

 

8^th April 2010

 

Dear Sir / Madam,

 

In March 2002 I invested a large amount of my savings following advice from Company X. I was informed that the proceeds from the investment would grow sufficiently.

 

As planned I decided to cash in my investment on 12^th August 2007 and was devastated to be informed that it was only worth £17,890, 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:  BKF689A

Investment of £55,000 started:  17^th March 2002

 

Received an income of £11,678 on 12^th August 2007

My investment return on 12^th August 2007 was £17,890

 

 

Yours faithfully

 

P Bond

 

Please note: In this scenario the WMA INCOME Total Return Index 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 - Fund versus Fund
Comparison Screen - Redress + Interest
Comparison Screen - Summary