Disclosure Statement
(Financial Adviser)
| Name of Adviser: | Donny Qi |
| FSPR number: | 507986 |
| Trading name: | Insurise Financial Services Limited |
| Address: | PO Box 9743, Newmarket, Auckland, 1149 |
| Telephone number: | 021 866 112 |
| Email address: | donny@insurise-financial.co.nz |
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.
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 authorised, financial adviser. I can give advice about Risk Insurance products classed as category two products, including:
I am a registered, but not authorised, financial adviser. I can give advice about Risk Insurance products classed as category two products, including:
|
Life Insurance
Accidental Death Insurance Total and Permanent Disability Insurance Critical Illness Insurance Business Continuity Insurance Shareholder Protection Insurance International Student and Visiting New Zealand Travel Insurance |
Health Insurance
Mortgage & Income Protection Insurance Disability Income Protection Insurance Severity Based Critical Illness Insurance Key Person Protection Insurance Business Debt Insurance |
What should you do if something goes wrong?
If you have problem, concem, or complaint about any part of my service, please let me know so that I can rectify the situation. If we cannot agree on how to fix the issue, you can contact my dispute resolution scheme, Financial Services Complaints Limited (FSCL). This service will cost you nothing, and will help us resolve any disagreements.
You can contact FSCL using the following options:
Freephone: 0800 347 257
Phone: (04) 472 3725
Fax: (04) 472 3728
Email: info@fscl.govt.nz
How am I regulated by the Government?
You can check that I am a registered financial adviser at http://wwvv.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?)
Disclosure Statement 1.6 1st July 2019
Declaration
I, Donny Qi, 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 and the Financial Advisers
Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.
If you have problem, concem, or complaint about any part of my service, please let me know so that I can rectify the situation. If we cannot agree on how to fix the issue, you can contact my dispute resolution scheme, Financial Services Complaints Limited (FSCL). This service will cost you nothing, and will help us resolve any disagreements.
You can contact FSCL using the following options:
Freephone: 0800 347 257
Phone: (04) 472 3725
Fax: (04) 472 3728
Email: info@fscl.govt.nz
How am I regulated by the Government?
You can check that I am a registered financial adviser at http://wwvv.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?)
Disclosure Statement 1.6 1st July 2019
Declaration
I, Donny Qi, 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 and the Financial Advisers
Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.