Investments redress calculations based on funds, indices, shares, and savings can be handled by Redress Manager. These calculations compare the actual circumstances to a notional situation.

 

Some examples of Investment calculations have been included and they are:

 

    ■    Attitude to Risk

    ■    Attitude to Risk based on Monthly Investment

    ■    Delay in Releasing Tax Free Lumpsums and Income Instalments

    ■    Pension mis-sale – Reinvestment

    ■    Incorrect Investment Profile

 

 

Related Topics

Investment Scenario 1
Investment Scenario 2
Investment Scenario 3
Investment Scenario 4
Investment Scenario 5