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Comment of the week: Don’t be misled on fund research risks

Online comment related to article: FCA: Advisers have gold plated independence rules

I do believe we have been misled into endless hours of wasted time researching Fund A over Fund B. But no FOS ruling has ever upheld a complaint for those reasons. 

Complaints are about risk, communication and the use of inappropriate products.

So have an investment process, a clear philosophy, good filters, and robust ways of communicating risk. This will free up time and be more efficient, safer, cheaper and better for clients.

Phil Billingham 

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