Finansiell rådgivning till konsumenter

This project was done in cooperation with the FSA and researcher at the Centre for Banking and Finance, KTH, Stockholm. It aimed to investigate the application of the Act (2003:862) concerning financial advice to consumers. The study was specifically designed to investigate the relationship between the counselor and the client. Overall the study comprised of 775 counselors and 775 clients, who were asked to answer certain question after a meeting where the counselor had given the client financial advice. Of these, 359 pairs of advisors and customers responded, representing a response rate of 46 %. The project was completed in the year 2009-2010.

Publications

Reports

Eriksson, K. , Persson, A. H. & Söderberg, I. (2008). Bankrådgivningsrelationen och rådgivningslagen: Forskningsrapport till Finansinspektionen, www.fi.se. Stockholm: KTH.

Chapter in books

Eriksson, K. , Persson, A. H. & Söderberg, I. (2009). Bankrådgivningsrelationen och rådgivningslagen. In: Kent Eriksson, Inga-Lill Söderberg, Finanssektorns roll i samhällsbyggandet: forskningen vid centrum för bank och finans, KTH (pp. 24-29). Stockholm: SparbanksAkademin i samarbete med Centrum för bank och finans, KTH