

James Kelly
Australian °µÍø½ûÇø in China
Forum posts
4
About me
Australian
Lives in Shanghai
Registration: 13 June 2012
Activity

Dodgy Financial Advisors
Has anyone been provided with poor financial device in Shanghai, has you advisor told you that you were signing up for one thing and then later you have found out that what was stated and what was written were two different things. I have just lost ... Read More


Financial planners by James Kelly
Has anyone had issues with independent financial planners offering to assist you with investment plans. I have $78,000 that I have had invested with a well known company in Shanghai. My circumstances have changed and I need to close the fund. I have ...

Below is a long thread of today's correspondence, I do not think I have a hope in hell of getting anything much back out of this but will do my bit to inform others. Read the fine print, always have an independent person read over the contract even ... Read More


Financial planners by James Kelly
Has anyone had issues with independent financial planners offering to assist you with investment plans. I have $78,000 that I have had invested with a well known company in Shanghai. My circumstances have changed and I need to close the fund. I have ...

This is the clause they will claim under which I did question and was told that after the 1st year this would not apply due to the high premium that I was making Full Surrender The Surrender Value of a Plan is the current Investment Value less any ... Read More

Financial planners
Has anyone had issues with independent financial planners offering to assist you with investment plans. I have $78,000 that I have had invested with a well known company in Shanghai. My circumstances have changed and I need to close the fund. I have ... Read More