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FINRA Broker Allegations

Allegations against: Igor A Zey

Allegation type: Customer Dispute

Allegation status: Settled

The allegations read: Plaintiff alleges that defendants failed adequately to inform him regarding the terms of the policy, failed adequately to disclose the risks of the insurance, failed to provide a prospectus, failed to provide an adequate illustration and falsely informed him that the premium would be fully tax deductible. Damages are unspecified.

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