Anthony Pavlovich and Theodor van Sante write for Practical Law on Banks duties when providing advice and information
26 March 2024
Anthony Pavlovich and Theodor van Sante have recently updated a practice note on banks’ duties for Practical Law. The note provide an overview of when a bank may owe duties in respect of the provision to customers of advice or information about a proposed investment, business opportunity or other transaction. It also considers the circumstances in which a bank may owe duties under the FCA’s rules in respect of advice provided to customers about a regulated investment, insurance or mortgage.
Click here to read the note in full here.