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Investments
 

Redress can be calculated based on:fund graph

  • funds
  • indices
  • shares
  • savings

The redress calculation is based on comparing the actual circumstances to a notional situation.

Typical items covered include switching from one fund to another, pension to SIPP etc.

Calculations are based on comparing any of the aforementioned items and you can include:

  • dividends
  • income
  • withdrawals
  • fees
  • etc..

The list of customer specific adjustments are limited based on the type of case being processed.

Interest calculations include:

  • simple interest
  • compound interest (Daily, Monthly, Annual or AER)
 
 
 

Exasoft Plc provide systems to calculate redress for PPI, Investments, Mortgage endowments / pensions and under-funding. In addition, we provide tools to aid in the sale of mortgages & savings products and systems for the education sector. Exasoft Plc is not regulated and therefore unable to give financial advice.