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James Kelly

James Kelly

New member

Australian °µÍø½ûÇø in China

Forum posts

4

About me

Australian

Lives in Shanghai

Registration: 13 June 2012

Activity

James Kelly created a thread
11 years ago

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

James Kelly replied to a thread
11 years ago
James Kelly

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 ...

James Kelly

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

James Kelly replied to a thread
11 years ago
James Kelly

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 ...

James Kelly

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

James Kelly created a thread
11 years ago

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