FSCS > Initial Enquiry Questionnaire

Before we can investigate your claim we will need the following information. Please read each question carefully and provide as much information as possible. You can also download a PDF version and send it to us if you prefer.
Full Name: *
Email address: *
I do NOT want to receive emails from the FSCS
Address: *
Telephone number: *
What type of investment/policy does your claim relate to? : * e.g. Payment Protection Insurance, Motor Insurance, Investment Bond, Shares, SERPS, Life Assurance, SIPPS...
Please provide details of the firm you are claiming against: * The advising firm, NOT the product provider. You can check the address and FSA/SIB ref number on the FSA register - www.fsa.gov.uk/register/home.do or contact your provider.
Firm name (in full): *
Firm Address: *
6-digit FSA/SIB reference number:
On what date was the advice given, or when did the investment/policy commence?: * Check the documents you received when your policy/investment started. If you don't have any documents contact the product provider and ask.
Which of the following applies to you?: You can select more than one option
The firm has ceased trading. The risk of my endowment was not explained to me. My endowment policy pays out after my retirement. My endowment policy pays out after my mortgage loan is due for repayment. I already had an endowment policy and was advised to surrender it.
My investment made a loss and the risk was not properly explained to me. (please provide details and copies of any correspondence)
The Money invested was never returned. (please provide details)
The details of the Payment Protection Insurance Policy were not properly explained to me. (please provide details)
The Insurance Premium(s) were never paid to the insurance provider. (please provide details)
I believe the Mortgage Advice I received was unsuitable. (please provide details)
I was advised to contract out from the State Earnings Related Pension Scheme (SERPS). (please provide details)
I was advised to transfer from my employer's pension scheme to a Personal Pension Scheme. (please provide details)
I was advised NOT to join an employer's pension scheme and to set up a Personal Pension Scheme. (please provide details)
I was advised to set up a Personal Pension Scheme which I now believe was NOT suitable. (please provide details)
Other (please provide a brief description of the reason for your claim)
Verification code: * enter the four characters that you see

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Initial Enquiry Questionnaire