Disclosure statement

Name of financial adviser: Lesley Scher

Address: 87 College Hill, Ponsonby

Trading name: The Insurance Brokers Limited

Telephone number: 09 3604219

Fax number: 09 3604220

Email addressLesley@tib.co.nz

This disclosure statement was prepared on:  1st December 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 a wide range of Insurance products, other than investment linked insurance contracts as defined in the Financial Advisers Act 2008.

 

What should you do if something goes wrong?

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

If we cannot agree on how to fix the issue, you can contact the ISO (Insurance and Savings Ombudsman)

This service will cost you nothing, and will help us resolve any disagreements. You can contact the ISO scheme at—

Address: PO Box 10845 Wellington 6143

Telephone number: 0800 888 202

Website: iombudsman.org.nz

 

Declaration

I, Lesley Scher, 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: Lesley Scher