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If you have concerns or are dissatisfied with your representative’s work, try to get details from him about the products he sold to you. Explain what you do not like.

Go over your financial situation with him as well as your expectations or financial objectives. Go over your financial needs analysis (in the case of an insurance product) or your investor profile (in the case of an investment product). Clarifications from both sides will probably be sufficient to improve the situation.

If you are still not satisfied, contact the firm or dealer to which your representative is attached, if that is the case, in order to speak with another representative or the manager of the firm or dealer.

If the previous steps are not successful, you can make a complaint to the Chambre de la sécurité financière.