Insurance By Design, Registered, but not Authorised, Financial Advisor
Name of Financial Adviser: | Kevin John Wike |
Address: | 9 West Lynn Rd, Titirangi, Auckland 0604 |
Trading Name: | Insurance By Design |
Registration Number: | FSP66162 |
Telephone Number: | 09 826 5952 |
Mobile: | 027 293 2169 |
Email Address: | [email protected] |
This disclosure statement was last updated on: 10th July 2018.
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: Insurance products that
not include a savings element such as term life, trauma, income protection, mortgage repayment covers,
medical insurances and fire & general insurances.
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 I can try to fix
the problem. If we cannot agree on how to fix the issue, or if you decide not to use the internal complaints
scheme, you can contact FDRS (Financial Disputes Resolution Service). This service will cost you nothing, and
will help us resolve any disagreements. You can contact FDRS at:
Address: Level 4, 142 Lambton Quay, Wellington Central, Wellington 6011
Telephone number: 0508 337 337
Email address: [email protected]
How am I regulated by the Government?
You can check that I am a registered financial adviser at 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, Kevin Wike, 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.
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: Insurance products that
not include a savings element such as term life, trauma, income protection, mortgage repayment covers,
medical insurances and fire & general insurances.
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 I can try to fix
the problem. If we cannot agree on how to fix the issue, or if you decide not to use the internal complaints
scheme, you can contact FDRS (Financial Disputes Resolution Service). This service will cost you nothing, and
will help us resolve any disagreements. You can contact FDRS at:
Address: Level 4, 142 Lambton Quay, Wellington Central, Wellington 6011
Telephone number: 0508 337 337
Email address: [email protected]
How am I regulated by the Government?
You can check that I am a registered financial adviser at 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, Kevin Wike, 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:
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Date: 10-07-2018
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