Aarit Finance Ltd
For You with You
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96 Thackeray Street Trentham Upper Hutt P O Box 5018 Wellington |
Telephone:04-3900041 Facsimile: 09 2732549 Mobile: 02102421017 Email: cuswellington@gmail.com |
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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……………………………