AIA Solicitors

Mis-sold Investments & Pensions - Terms of Agreement / Letter of Authority


MRH Solicitors Ltd

Caroline House, 115-125 Bradshawgate, Bolton, BL2 1BJ

Telephone: 01204 535333

Fax: 01204 535444

Email: mail@mrhsolicitors.co.uk

 

Dear sirs / madam

Re: Financial Mis-Selling Claim (Investment and Pensions)

We understand that you wish for MRH Solicitors to act on your behalf to pursue a claim for a mis-sold Investment and/or Pension.

You’ll be pleased to note that we will undertake this work on a ‘No Win, No Fee’ Contingency Fee Agreement basis, which means that if we are unsuccessful in your claim, you do not pay our costs.

We refer you to the enclosed Claim Pack which includes the above mentioned ‘No Win, No Fee’ Agreement and Letters of Authority.

Please read through the enclosed Claim Pack and thereafter sign and date all pages as required. The Claim Pack includes:

(1) Letters of Authority;

This are required so that we can obtain your records/file from any financial institution to pursue your claim.

(2) The ‘No Win, No Fee’ Contingency Fee Agreement;

Please note that if your Investment and/or Pension is/was in joint names, you will both need to complete the above documentation, otherwise we might not be able to pursue your claim.

A member of our team of experts will be in contact with you in order to discuss further details of making a claim and we will also require the following documentation from you:

(1) Proof of your ID for example a copy of your Driving Licence or Passport;

(2) Proof of your address for example a recent utility bill in the last three months.

Please provide the most suitable contact number and email address for a member of our team to call you on below:

Contact Number:

Email Address:

We look forward to hearing from you in the very near future with a view to progressing your claim and in the meantime, should you have any queries, please do not hesitate to contact us on our dedicated Financial Mis-Selling Claims Line on 01204 540 860 or by e-mailing us at msclaims@mrhsolicitors.co.uk.

Yours Faithfully,

MRH

MRH Solicitors

Letter of Authority

Applicant Details

 

First Applicant

Is the product in single or joint names? 

 

Full Name:

Maiden, or previous names:

Date of Birth:

NI Number (*Leave blank if not known, we can obtain this from you at a later date):

 

Second Applicant

Is the product in single or joint names?

.

Full Name:

Maiden, or previous names:

Date of Birth:

NI Number (*Leave blank if not known, we can obtain this from you at a later date): 

 

Address Details

Current Address

Address line 1:

Address line 2:

Town/City:

Postcode:

 

Address at the time of investment/pension:

Address line 1:

Address line 2:

Town/City:

Postcode:

Investment Details

 

Date product was taken out (*Leave blank if not known, we can obtain this from you at a later date):

Product Type:

Financial Provider:

Agreement/Policy/Account No (*Leave blank if not known, we can obtain this from you at a later date): 

 

Terms

 

I/we have instructed and authorised MRH Solicitors Limited (‘MRH’) of Caroline House, 115-125 Bradshawgate, Bolton, BL2 1BJ, to act as my/our sole representative on my/our behalf for the purpose of DISP2.4.16R and to pursue all aspects they consider necessary in relation to my/our dealings with your firm.

This Letter of Authority relates to the products and accounts I/we have, or have had, with you and which are specified above. I/we instruct and give permission for you (the bank/building society/finance provider/broker/underwriter/insurance provider/financial advisor) to immediately release any information MRH may ask for by telephone or in writing (including by fax or email). This includes information in response to a request made under sections 77-79 of the Consumer Credit Act 1974 and/or the Data Protection Act 2018 which incorporates the EU’s General Data Protection Regulations (‘GDPR’).

I/we have a legally binding contract with MRH and I/we instruct that you contact them whenever you need to send me/us information or contact me/us in connection with this matter.

I/we hereby authorise and instruct MRH to pursue any complaint on my/our behalf, and for any documentation relating to this matter held by any party involved to be disclosed to MRH upon request.

I/we further authorise and instruct the providers, brokers or underwriters of my/our plans, investments, relevant loans, mortgages, credit cards, bank accounts, banking facilities or other finance to provide information (and if requested confirmation in writing) on their request to MRH.

I/we authorise and instruct MRH to obtain any information from any third parties for the purposes of fully investigating, pursuing and settling any potential complaint I/we have authorised and instructed MRH to make.

I/we understand and agree that copies of this Authority may be given to other partiesto facilitate the transfer of information.

I/we have authorised and instructed MRH to act on my/our behalf to accept or reject any payment you offer as a settlement or compromise and to refer any complaint to the Financial Ombudsman Service and/or the Pensions Ombudsman if necessary.

I/we authorise and instruct MRH to receive on my/our behalf any offer of compensation awarded or agreed. Any cheque or BACS payment of this award should be sent to MRH Solicitors Ltd who will then deduct their fees pursuant to my/our Agreement with them and send me/us a cheque or BACS for the balance.

I/we confirm that only MRH are authorised and instructed by me/us to give a valid receipt on my/our behalf for any compensation award, and that they have this authority and instruction exclusively, even to the exclusion of me/us i.e. I/we cannot give such receipt.

I understand that, in addition to the present Letter of Authority I will need to provide further information when raising an expression of dis-satisfaction to the Business, about the underlying product(s), service(s) and where known, specific account number(s) being complained about. Doing so will enable the Business to assess and determine the complaint as quickly and as effectively as possible. 

MRH Solicitors is the trading style of MRH Solicitors Ltd. A list of the Directors of the Company is available for inspection at the
registered office.  MRH Solicitors Ltd, Registered in England & Wales Number 06983058. We are authorised and regulated by the
Solicitors Regulation Authority – SRA Number 517896.

* By Signing this Letter of Authority, you agree to our Terms and Conditions

Leave this empty:

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Document name: Mis-sold Investments & Pensions - Terms of Agreement / Letter of Authority
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June 23, 2020 12:28 pm GMTMis-sold Investments & Pensions - Terms of Agreement / Letter of Authority Uploaded by Mohammed Patel - info@aialaw.co.uk IP 82.16.109.58
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