Aarit Finance Ltd

For You with You

 

 

 

96 Thackeray Street

Trentham Upper Hutt

P O Box 5018

Wellington

Telephone:04-3900041

Facsimile: 09 2732549

Mobile: 02102421017

Email: cuswellington@gmail.com

 

 

 

 

 

Disclosure Statement

(Financial Adviser)

                                                                                                                               

 

Name of financial adviser: Arpit Nagpal

 

                                                                                                                               

 

It is important that you read this document

 

This information will help you to choose a financial adviser that best suits your needs. It will also provide some useful information about the financial adviser that you choose.

 

                                                                                                                               

What sort of adviser am I?

 

I am a registered, but not authorized, financial adviser. I can give you advice about category 2 financial products such as life insurance, health insurance, risk insurance, consumer credit contracts and other insurance products.

I specialise in the area of personal risk management and life insurance.

I have been authorised to provide you with financial advice services of the following categories:

 

                                                                                                                               

 

Life Cover

Accidental death Cover

Disability income protection

Trauma

Business overheads cover

Mortgage protection insurance

Key person protection

Medical insurance

Personal Loans

Fire & General Insurance includes House, Contents, Vehicle, Business, Construction

Kiwi Saver (class advice)

 

                                                                                                                               

 

 

What should you do if something goes wrong?

 

If you have a problem, concern, or complaint about any part of my service, please tell internal complaints scheme and me so that my internal complaints scheme or I can try to fix the problem.

 

You may contact the internal complaints scheme by calling my Office on 04-3900041 or 02102421017. You can also email me at cuswellington@gmail.com

 

If we cannot agree on how to fix the issue, or if you decide not to use the internal complaints scheme, you can contact Insurance and Financial Services Ombudsman Scheme. This service will cost you nothing and will help us resolve any disagreements. You can contact Insurance & Financial Services Ombudsman Scheme at:

 

Address: P O Box 10845, Wellington 6143

Telephone number: 0800888202 or 04 4997612

Email address: info@ifso.nz

 

                                                                                                                               

 

How am I regulated by the Government?

 

You can check that I am a registered financial adviser at http://www.fspr.govt.nz

 

The Financial Markets Authority regulates financial advisers. Contact the Financial Markets Authority for more information, including financial tips and warnings.

 

You can report information or complain about my conduct to the Financial Markets Authority, but in the event of a disagreement, you may choose to first use the dispute resolution procedures described above (under What should you do if something goes wrong?).

 

 

 

Declaration

 

I, Arpit Nagpal, declare that, to the best of my knowledge and belief, the information contained in this disclosure statement is true and complete and complies with the disclosure requirements in the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.

 

Signed:

 

Date:……………………………………………….

 

 

 

Appendix A: Client acknowledgement

Appendix A

 

Client acknowledgement

 

I,……………………………………………………….. acknowledge receipt of the disclosure statement .

 

 

 

 

Signed………………………………………..  Date……………………………

 

 

 

 

Signed………………………………………..  Date……………………………