Managed Funds or Managed Portfolios are a collection of investments which are overseen by a Fund Manager and tailored to you.
The Fund Manager is responsible for ensuring the portfolio stays in line with any changes to your circumstances and using the most tax efficient ways of investing. They should choose investments which are the right level of risk and are in harmony with your financial intentions.
You may have been mis-sold your Managed Funds or Portfolio if at the point of sale, the adviser didn’t consider:
Also, if the advice regarding the investments was misleading or if the fund manager has acted negligently in managing your portfolio, this may also be mis-selling.
You are not required to use our services to pursue your claim. You can also seek further advice or shop around subject to any time limits within which a claim must be made.
It is possible for you to present the claim for free, either to the firm or person against whom you wish to complain or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.
We will not make or pursue a claim, or advise you to, if we know or have reasonable grounds to suspect that the claim does not have a good arguable basis, and or is fraudulent or frivolous.