Key contact information
	Dick Crease
	Christiane Perera
	actuarialcalculations@oacplc.com
	Testimonials
	R.A.M. Financial Services Limited: "A professional organisation, who painstakingly assisted us through a complex actuarial calculation. Much additional information was required, and their help to us was crucial. I recommend this firm without reservation!" [See all >>]
	Publications & downloads
	OAC Topical Article - Q2/08 Solvency 2: an introduction to QIS4
	Terms and Conditions of Business
	Related links
	Mo.net: The future of financial modelling
	OAC: Solvency 2: preparing for regulatory changes
	Relevant accreditations

Investments that do not match the investors risk profile

We regularly see situations where investors wanted their investments managed with a low risk of loss but the adviser followed a higher risk strategy that went wrong.

Compensation calculations can be particularly complex where regular withdrawals have been made from the investment funds such as where a SIPP is in drawdown or where additional capital has been added.

OAC has advised on several cases and has devised techniques to cope where a full set of historic valuations cannot be provided.

Contact us to discuss how OAC can help you with your investment risk mismatch enquiry.