TR15/12: Wealth management firms and private banks: suitability of investment portfolios

Published: 09/12/2015   Last Modified : 09/12/2015

This report presents the findings from our review of suitability of retail investment portfolios provided by wealth management and private banking firms.

Banking rights

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Find out what your rights are and how to use them.

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Compensation

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Whether a firm is still in business, stopped trading or been declared in default, find out who you should contact.

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