QFE Disclosure Statement

Why should I read this statement?

This disclosure statement provides important information and should help you decide which financial adviser to choose.

AA Insurance Limited is a Qualifying Financial Entity (QFE), licensed and regulated by the Financial Markets Authority (FMA) for its financial adviser services under the provisions of the Financial Advisers Act 2008. You can verify this information by checking the Financial Service Providers Register at www.fspr.govt.nz. You can obtain information about financial advisers from the FMA and can report information about AA Insurance Limited and its advisers to the FMA at:

Phone: 0800 434 567

Street: Level 5, Ernst and Young Building, 2 Takutai Square, Britomart, Auckland 1010

Post: PO Box 106 672 Auckland 1143

Website: fma.govt.nz

Advice about products provided by AA Insurance

AA Insurance Limited’s QFE advisers can provide personalised advice about general and small business insurance products provided by AA Insurance Limited. The QFE licence that AA Insurance Limited holds means that our QFE advisers do not have to be individually registered or authorised. As a QFE, AA Insurance Limited takes responsibility for the financial advice its advisers give you, and for ensuring they exercise due care, diligence and skill when providing financial advice to you.

AA Insurance Limited is a member of the Insurance Financial Services Ombudsman dispute resolution scheme. Details about our complaints process can be found here.

This disclosure statement was updated on 28 August 2018.