Regulatory Requirement?

CeeBeeGB

chewback wrote: »

Let us know how it goes and just remember that the banks insurance will be a lot more expensive than you can get it elsewhere.

Thanks, I will. Will take heed of your advice as well

CeeBeeGB

OK - we're all signed up.

As soon as the meeting kicked off, I asked to make it clear that we would not be buying any additional products, so it would not be appropriate to use the session as a selling vehicle. [That was top advice from you guys and probably saved us a fair bit of time and frustration]

We also stated that we felt that we had been mislead. We have an email from the advisor which clearly states that her presence was a regulatory requirement. We said that we would have preferred straightforward honesty, rather than a half truth (i.e HSBC policy versus regulatory requirement).

I found is annoying that she gave excuses and justifications. We were calm and polite in explaining our dissatisfaction, but getting an apology was like getting blood from a stone.

Anyway - at least that's one step done with. Thank you for all the advice and guidance