Actuarial and financial services consulting
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  Investment risk mismatch  
     
 

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.

  

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OAC Actuaries and Consultants.

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