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2,278 Posts.
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27/09/14
10:33
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Just a quick one as am on the run today...
Prior to initial meeting with prospective planner filled in forms re our current situation and appetite for risk, etc....standard I thought.
We decided to proceed with this planner.
He has handed these back to us as he has said that by law 'they are not allowed to keep them'.
We have never had these handed back before.
I thought they would have been kept on our file.
Our trust is waning by the day.
Is this odd...?
cheers..
Cazzex
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