Smart Insurance, Registered, but not Authorised, Financial Advisor
| Name of Adviser: | Smart Insurance |
| Address: | 012, Building, Street, Auckland New Zealand |
| Trading Name: | [Business Name] |
| Financial Services Providers Number: | [FSP Number] |
| Email: | team@smartinsurance.co.nz |
| Phone: | 01 234 5678 |
It Is Important You Read This Document
This information will help you choose a financial advisor that best suits your needs; it will also provide some useful information about the financial advisor that you choose.
What Sort Of Adviser Am I?
I am a registered, but not authorised, Financial Adviser. I can give you advice on the following products:, Income Protection Insurance, Medical Insurance , Trauma Insurance, Life Insurance, Total Disability Insurance, Key Person Insurance, Shareholder Protection, Debt Protection, ACC Levy advice, Business Insurance, Mortgages, Finance.
What Should You Do If Something Goes Wrong?
If you have a problem, concern or complaint about any part of my service, please tell me so that I can try and fix the problem.
If we cannot agree on how to fix the issue, or if you decide not to use our internal complaints procedure, you can contact the Insurance and Savings Ombudsmen (ISO). This service will cost you nothing and will help us resolve any disagreements.
You can contact the ISO at:
PO Box 10-845 Wellington 6143 or by calling 0800 888 202
How Am I Regulated By The Government?
You can check that I am a registered financial advisor at: www.businesss.govt.nz/fsp by searching [FSP Number]. The Financial Markets Authority regulates financial advisors. Contact the Financial Authorities Market for more information, including financial tips and warnings.
You can report information or complain about my conduct or service to the Financial Authorities Market, but in the event of a disagreement, you may choose to first use the dispute resolution procedures described in your information booklet under “What You Should Do If Something Goes Wrong.”
Declaration
I, [Name], declare that, to the best of my knowledge and belief, this information contained in this disclosure statement is true and complete and complies with the disclosure requirements in the Financial Advisors Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.
This information will help you choose a financial advisor that best suits your needs; it will also provide some useful information about the financial advisor that you choose.
What Sort Of Adviser Am I?
I am a registered, but not authorised, Financial Adviser. I can give you advice on the following products:, Income Protection Insurance, Medical Insurance , Trauma Insurance, Life Insurance, Total Disability Insurance, Key Person Insurance, Shareholder Protection, Debt Protection, ACC Levy advice, Business Insurance, Mortgages, Finance.
What Should You Do If Something Goes Wrong?
If you have a problem, concern or complaint about any part of my service, please tell me so that I can try and fix the problem.
If we cannot agree on how to fix the issue, or if you decide not to use our internal complaints procedure, you can contact the Insurance and Savings Ombudsmen (ISO). This service will cost you nothing and will help us resolve any disagreements.
You can contact the ISO at:
PO Box 10-845 Wellington 6143 or by calling 0800 888 202
How Am I Regulated By The Government?
You can check that I am a registered financial advisor at: www.businesss.govt.nz/fsp by searching [FSP Number]. The Financial Markets Authority regulates financial advisors. Contact the Financial Authorities Market for more information, including financial tips and warnings.
You can report information or complain about my conduct or service to the Financial Authorities Market, but in the event of a disagreement, you may choose to first use the dispute resolution procedures described in your information booklet under “What You Should Do If Something Goes Wrong.”
Declaration
I, [Name], declare that, to the best of my knowledge and belief, this information contained in this disclosure statement is true and complete and complies with the disclosure requirements in the Financial Advisors Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.