A stable, well-functioning financial market for allA stable, well-functioning financial market for allThe banks’ financial advice and the law
The overall conclusion is that there is a good census of opinion between bank customers and advisors about how the advisory service should work. Both advisors and customers feel that the advice lives up to the legal requirements.
The customers express great confidence in their bank, their advisors and the advice they receive. The advisors tend to even underestimate the customers' confidence in the advice they provide.
On the other hand, both advisors and customers feel that the boundary between advice and sales is unclear. The fact that the advisors themselves are uncertain about where to draw the line is something that calls for further investigation in the future.
