Disclosure Statement Gerard Gill
Name and registration number of financial adviser: Gerard M Gill FSP 86381
Address: Level 2 65 Upper Queen Street Newton Auckland 1010
Trading name: BIZinsure Limited
Telephone number: 9 3099335
Fax number: 9 3099334
Email address: firstname.lastname@example.org
This disclosure statement was prepared on: 1 September 2011
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 authorised, financial adviser.
I can give you advice about: Term life insurance, Trauma, Permanent Disablement, Income Protection and Health Insurance
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 my internal complaints scheme can try to fix the problem.
You may contact the internal complaints scheme by calling the office (9) 3099 335 or email email@example.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 Financial Services Complaints Limited on 0800 347257 or firstname.lastname@example.org. This service will cost you nothing, and will help us resolve any disagreements.
How am I regulated by the Government?
You can check that I am a registered financial services provider at http://www.fspr.govt.nz The Financial Markets Authority authorises and 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?).
I, Gerard Marius Gill, 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.