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Part VII Bringing and Defending Claims, 21 Claims Investigation and Presentation

John Virgo

From: McMeel and Virgo On Financial Advice and Financial Products (3rd Edition)

Edited By: Gerard McMeel, John Virgo

From: Oxford Legal Research Library (http://olrl.ouplaw.com). (c) Oxford University Press, 2023. All Rights Reserved.date: 17 June 2024

UK Financial Conduct Authority (FCA) — Financial ombudsman service — Financial Services and Markets Act 2000

This chapter discusses the rules and procedures involved in claims investigation and presentation. These include presenting the claim, avenues for disclosure, witness statements, instructing experts, cost issues, and the creation of a Schedule of Loss.

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