This article is from the source 'bbc' and was first published or seen on . It last changed over 40 days ago and won't be checked again for changes.
You can find the current article at its original source at http://www.bbc.co.uk/news/business-27865606
The article has changed 2 times. There is an RSS feed of changes available.
Previous version
1
Next version
Version 0 | Version 1 |
---|---|
'Misleading' marketing fines for Credit Suisse and Yorkshire BS | 'Misleading' marketing fines for Credit Suisse and Yorkshire BS |
(35 minutes later) | |
The UK's financial regulator has fined Credit Suisse and the Yorkshire Building Society (YBS) for "misleading" marketing of an investment product. | The UK's financial regulator has fined Credit Suisse and the Yorkshire Building Society (YBS) for "misleading" marketing of an investment product. |
Credit Suisse was handed a £2.4m fine, and YBS was told to pay around £1.5m. | Credit Suisse was handed a £2.4m fine, and YBS was told to pay around £1.5m. |
Both institutions accepted the regulator's findings. | Both institutions accepted the regulator's findings. |
The institutions had promoted the products's potential maximum return, which investors had almost no chance of getting, the Financial Conductor Authority (FCA) said. | The institutions had promoted the products's potential maximum return, which investors had almost no chance of getting, the Financial Conductor Authority (FCA) said. |
Credit Suisse designed the product, called "Cliquet", to provide a minimum return, with the apparent potential for getting back significantly more if the FTSE 100 performed consistently well. | Credit Suisse designed the product, called "Cliquet", to provide a minimum return, with the apparent potential for getting back significantly more if the FTSE 100 performed consistently well. |
The FCA said that the probability of getting back a minimum return was between 40% and 50%, while the chance of a maximum return was "close to 0%". | The FCA said that the probability of getting back a minimum return was between 40% and 50%, while the chance of a maximum return was "close to 0%". |
The product was typically sold to people with limited investment experience, the FCA said. | The product was typically sold to people with limited investment experience, the FCA said. |
"These promotions were a serious breach of the requirement to be clear, fair and not misleading," said Tracey McDermott, FCA's director of enforcement and financial crime. | "These promotions were a serious breach of the requirement to be clear, fair and not misleading," said Tracey McDermott, FCA's director of enforcement and financial crime. |
"CSI [Credit Suisse] and YBS knew that the chances of receiving the maximum return were close to zero but they nevertheless highlighted this as a key promotional feature of the product. This was unacceptable." | "CSI [Credit Suisse] and YBS knew that the chances of receiving the maximum return were close to zero but they nevertheless highlighted this as a key promotional feature of the product. This was unacceptable." |
'Fallen short' | 'Fallen short' |
The product was sold to 83,777 people, who had a total of £797m invested. | |
Credit Suisse said: "We accept the findings of the FCA's final notice. | Credit Suisse said: "We accept the findings of the FCA's final notice. |
"We have taken this matter very seriously, have fully co-operated with the FCA's investigation and have agreed a comprehensive redress process under which affected retail customers will be eligible to claim compensation." | "We have taken this matter very seriously, have fully co-operated with the FCA's investigation and have agreed a comprehensive redress process under which affected retail customers will be eligible to claim compensation." |
YBS said it accepted the FCA decision, and apologised to its customers. | YBS said it accepted the FCA decision, and apologised to its customers. |
"On this occasion we have fallen short of our own high standards, and of putting our customers at the heart of everything we do. | "On this occasion we have fallen short of our own high standards, and of putting our customers at the heart of everything we do. |
"We have agreed with the FCA a process under which our affected customers will be given the option to exit their account and receive an appropriate rate of interest, or to retain their account until maturity. | "We have agreed with the FCA a process under which our affected customers will be given the option to exit their account and receive an appropriate rate of interest, or to retain their account until maturity. |
"We will be communicating further information to affected customers (including those who have closed their account), over the coming weeks." | "We will be communicating further information to affected customers (including those who have closed their account), over the coming weeks." |
Previous version
1
Next version