Posts Tagged 'Appropriateness'

FSA publishes results of pilot study into Interest Rate Hedging Products (‘IRHPs’) or Interest Rate Swap Agreements (‘IRSAs’)

Posted on January 31st, 2013 · Posted in Expert Witness, Financial Litigation, Interest Rate Swap

What are IRHPs or IRSAs? During the period 2002-2008 many of the banks in the UK entered into agreements with customers where each month or quarter they would pay the.. read more

Sir Keith Edward Mills v Coutts & Co. Limited

Posted on December 12th, 2012 · Posted in Financial Litigation

Mis-selling of AIG Enhanced Fund, loss of interest on capital The Claimant was Sir Keith Mills, who had set up the Nectar and Air Miles loyalty schemes and was Chief.. read more

Agar v Ulster Bank (Irish case)

Posted on July 13th, 2012 · Posted in Expert Witness, Financial Litigation, Interest Rate Swap, Investment

Mis-selling of interest rate swaps Mr David Agar, a property developer, was the Claimant and Ulster Bank, a subsidiary of the Royal Bank of Scotland, was the Defendant. While predominantly.. read more

Winnetka Trading Corporation v Julius Baer International Limited

Posted on July 29th, 2011 · Posted in Expert Witness, Financial Litigation, Investment

Following client instructions and duty to warn The Claimant was Winnetka, the holder of an investment portfolio. The Defendants were two subsidiaries of Julius Baer Group Ltd, providers of investment.. read more