All claim types for Charteris Treasury Portfolio Managers Limited
5 claim types appearing in Ombudsman decisions involving Charteris Treasury Portfolio Managers Limited.
All claim types for Charteris Treasury Portfolio Managers Limited
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment mis-selling | 3 | 0 | 2 | 1 | 33% |
| 2 | Account administration errors | 2 | 0 | 0 | 2 | 0% |
| 3 | Service failures generally | 2 | 0 | 0 | 2 | 0% |
| 4 | General financial advice | 1 | 0 | 0 | 1 | 0% |
| 5 | Pension transfer advice | 1 | 1 | 0 | 0 | 100% |