Preliminary notice of claim—against an investment advisor for breach of contract and, or in the alternative, negligence in providing investment advice
Preliminary notice of claim—against an investment advisor for breach of contract and, or in the alternative, negligence in providing investment advice

The following Dispute Resolution guidance note provides comprehensive and up to date legal information covering:

  • Preliminary notice of claim—against an investment advisor for breach of contract and, or in the alternative, negligence in providing investment advice
  • Preliminary notice of claim
  • Parties to the dispute
  • Our client’s complaint
  • Next steps

[ON THE HEADED NOTEPAPER OF CLAIMANT’S SOLICITORS]

FAO [CLIENT PARTNER OR SENIOR PARTNER]

[NAME OF DEFENDANT ]

[ADDRESS LINE 1]

[ADDRESS LINE 2]

[POSTCODE]

[DATE]

Dear [insert organisation name]

[PROSPECTIVE CLAIMANT’S NAME] AND [PROSPECTIVE DEFENDANT’S NAME<]<