What is financial well-being? "Security and freedom, now and in the future"
Organ Donation Discussion

Disclosure and Replacement Case Study

FSCL has this disclosure and replacement case study which highlights that omission is the main problem in replacement cases: 

  • incomplete disclosure
  • not telling the client to keep their current policies until the new ones are in-force
  • not telling the client about how the process of replacement works

You could say that FSCL would like some advisers to give more advice. Link


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