LCRO 88/2022 GX v EJ (2 April 2024) [pdf, 236 KB]
...respect of this matter. [108] This complaint does not support an adverse finding against Mr EJ. Information not provided to Ms GX as a client/trustee [109] Mr EJ did not act for Ms GX in her personal capacity. He acted for the Trust. [110] Ms GX complains that Mr EJ would not release copies of the Trust files relating to the retirement of Mr PE as a trustee, the appointment of herself as a trustee, and the addition of Mr OM as a beneficiary. She says that Mr EJ would not relea...