SimplySure Ltd v Personal Touch Financial Services Ltd

Subject Matter

FINANCIAL SERVICES — Regulated activities — Arranging deals in investments — Adviser filling in questionnaire with information provided by potential client to enable advice to be given concerning insurance — Whether making “arrangement” for person to buy investments — Whether “regulated activity” — Financial Services and Markets Act 2000 (c 8), s 19 — Financial Services and Markets Act 2000 (Regulated Activities) Order 2001 (SI 2001/544), art 25(1)(2)

[2016] EWCA Civ 461; [2016] Bus LR 1049; [2016] WLR (D) 265, CA

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