Financial Ombudsman Service Ltd, February 2014
our ref
complaint form
Please use this form to tell us about your complaint so we can see if were able to help you. If youre not sure about anything or have difficulties filling in this form just phone us on 0300 123 9 123.
Please let us know if you have any practical needs where we could help for example with information in another format (eg large print, Braille etc) or in a different language. You can download this form off our website (www.financial-ombudsman.org.uk) to complete by hand. Or you can fill it in on screen then print it off and post it back to us.
first, please give us your details
first name(s) surname occupation (if retired,
previous occupation)
and the details of anyone complaining with you title title
date of birth address for writing to you
(include postcode)
daytime phone home phone
mobile email
if someone is complaining on your behalf (eg a solicitor or relative) please give us their details
their name address for writing to them
(include postcode)
relationship to you
their daytime phone their email
fax ref
if youre complaining on behalf of a business, charity or trust please fill in these details
its full official name if a partnership, the number of partners* number of employees* its annual turnover, annual income or net asset value (at the time you first complained)*
* We may ask you for evidence of this. Please phone us or look on our website for information about what types of businesses, charities and trusts can use our service.
details of the business you think is responsible for your complaint
their name their address
(include postcode)
their phone number
details of the adviser or business who originally sold the product or service youre complaining about (if different from the name above)
their name their address
(include postcode)
their phone number
the kind of product or service youre complaining about
the name and type of product or service any reference number (eg your account and sort code; hire-agreement or loan number; policy or claim number)
please tell us what your complaint is about
If your complaint is about the sale of payment protection insurance (PPI), you will also need to complete a separate questionnaire. You may have done this already if you have already complained directly to the business you think is responsible. If not, you can download the consumer questionnaire off our website or phone us for a copy on 0300 123 9 123.
time limits may apply to your complaint so we need to know these dates
When did the advice, service or transaction youre complaining about take place? When did you first complain to the business you think is responsible?
day
month
year
The business has eight weeks from this date to send you its final written answer before we can investigate the complaint.
just a few more questions
Has the business youre complaining about sent you its final written answer?
Please enclose a copy of the last letter that the business sent you.
YES
*YES
NO NO
Has there been any court action relating to your complaint (or is any planned)?
* If YES, please enclose copies of relevant paperwork.
How do you want the business to put things right for you?
accessibility and practical needs
Do you have any practical needs where we could help by making adjustments like using large print, Braille or a different language? * If YES, please tell us how we can help you.
*YES
NO
finally, please read and sign this declaration
Id like the Financial Ombudsman Service to look into my complaint. To the best of my knowledge, all the information Ive given you is accurate. I understand that you usually resolve complaints by phone, letter and email. I understand that you will need some personal details about me, that you might need to share information I give you including sensitive or personal information with the business involved and other relevant organisations, and that you might need to ask them for information thats relevant to my case. I understand that you have a duty to publish your ombudsmens final decisions on your website with consumers details removed - but that most cases can be resolved before they reach an ombudsman I understand that to help you provide the best possible service, you (or a trusted third party) might ask me about my experience. And though you sometimes publish anonymous examples of the cases you look at, youll always keep my information confidential.
_________________________
signature
__________
date
__________________________ __________
signature date
You need to sign, even if someone else is complaining on your behalf. This shows you have given them your permission to complain for you. For complaints involving accounts or policies held jointly, each person needs to sign. If youre signing on behalf of a business, please give your job title.
post to
Financial Ombudsman Service South Quay Plaza 183 Marsh Wall London E14 9SR
please tick to show you have
enclosed a copy of the businesss last letter to you. enclosed copies of other relevant information. included everything you want to tell us about your complaint.
0300 123 9 123 or 0800 023 4567
calls are recorded for training and monitoring purposes
fax 020 7964 1001 dx 141280 Isle of Dogs complaint.info@financial-ombudsman.org.uk www.financial-ombudsman.org.uk
We will use the details you give us on this form to see if we can help you with your complaint. We may need more information from you. And there are rules and restrictions that may apply. If we cant help you, we will give you the chance to query anything you dont understand or agree with.
