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IFA wants redress after Axa agent &#39harassed&#39 clients

Axa Assurance is refusing to compensate an aggrieved IFA after he alleged

that one of its agents has sabotaged his client relations.

IFA Dougie Jordon claims that an Axa agent tried repeatedly to scupper his

client relationships but has received no more than a slapped wrist from the

insurer.

Jordon&#39s clients received letters from the Axa agent alleging that they

had been misrepresented in their dealings with the adviser.

The letter prompted one client to lodge a formal complaint with Axa about

the salesman&#39s approach. Axa apologised and said it would not happen again.

However, Countrywide net- work member Jordon wants the life office to make

good on his lost business.

Axa refutes any claim for compensation and has assured Jordon that the

incidents will not be repeated.

A letter from the Axa compliance department&#39s complaints team manager Jim

Scarborough says the life office has considered Jordon&#39s claim for

compensation but it regards the issue as a personal matter.

It says: “Should you wish to pursue it further, you must do so through the

agent.”

Jordon says: “When an IFA&#39s clients are harassed by overzealous tied

agents, the IFA has an obligation to bring this to the attention of the

company they represent. Having tried to do so, I find they have little

interest in repairing the damage done and are more inclined to brush it

under the carpet and that simply is not on.”

Axa press officer Graham Bohannon says: “This is a dispute between an

appointed Axa representative and Doug Jordon.

“We do not have a say in how our representatives run their businesses.”

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