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Important Information About Finance House Group Limited

Licensing information

Finance House Group Limited (FSP349346), is a Financial Advice Provider (FAP) licensed and regulated by the Financial Markets Authority to provide financial advice.

Gregory Bancievich (FSP121626), is authorised under our FAP licence to provide financial advice.

Mate Bancievich (FSP392767), is authorised under our FAP licence to provide financial advice.

Nature and scope of the advice

We only provide financial advice about Life Insurance products provided by the following product providers:

Life Insurance

Partners Life

AIA

Fidelity Life

Health Insurance

Partners Life

AIA

Nib

Trauma Insurance

Partners Life

AIA

Fidelity Life

Income Insurance /
Disability Insurance

Partners Life

AIA

Fidelity Life

Fees or expenses

Our advisers do not charge clients fees, expenses or any other amount for the financial advice we provide. You will not be invoiced or asked to pay any fees to us at any time, even if the engagement of services or the products placed through this engagement are terminated by either party. 

Conflicts of interest and commissions

Finance House Group Limited and our advisers are paid in the form of commission from the insurance product providers through which we place business. The amount of the commission we receive depends on the products sold and the amount of annual premium the client pays to that provider. Typically, we receive an upfront initial commission and an annual ongoing commission for every year the premium is in force. We will provide more specific details of these commissions once we have talked to you and understand your needs and at the time our advice is given.

 

To ensure our advisers prioritise our clients’ interests :

  • We follow an advice process that ensures our recommendations are made appropriately, based on clients’ goals and circumstances.

  • All our advisers undergo training about how to manage conflicts of interest.

  • We maintain registers of conflicts of interests and the gifts and incentives we receive. These registers are monitored regularly, and additional training is provided as required.

Complaints handling and dispute resolution

If you are not satisfied with our service or financial advice, please tell us as soon as possible.

 

Call: 09 489 5008 or 027 355 8930

Email: admin@financehouse.net.nz

Write to: Finance House Group Limited

PO Box 475

Whangaparaoa 0944

 

When we receive a complaint:

  • We will consider your complaint and let you know how we intend to resolve it. Where possible, we try to resolve your complaint immediately.

  • If we are unable to resolve your complaint immediately, we will acknowledge your complaint within 2 business days. We may contact you to get further information about your complaint.

  • We aim to resolve complaints within 10 working days of receiving them. If we need more time to investigate your complaint, we will let you know when you can expect to receive a response to your complaint

  • We will contact you by phone, email or letter to let you know whether we can resolve your complaint and how we propose to do so.

 

If we cannot agree on how to fix the issue, or if you decide not to use our internal complaints process, you can contact our external disputes resolution scheme, Insurance & Financial Services Ombudsman Scheme (“IFSO Scheme”) . IFSO Scheme provides a free and independent dispute resolution service that may help to resolve your complaint if we haven’t been able to do so to your satisfaction.

 

To contact IFSO Scheme

Call: 0800 888 202

Email: info@ifso.nz

Write to: Insurance & Financial Services Ombudsman Scheme

PO Box 10-845

Wellington 6143

Duties information

Finance House Group Limited and our advisers have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice.

 

We are required to:

  • give priority to your interests;

  • exercise care, diligence, and skill;

  • meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services

  • meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services.

 

As a FAP, Finance House Group Limited is required to:

  • ensure our nominated representatives comply with all the duties listed above.

  • have appropriate processes and controls in place to limit and regulate the advice provided by them.

Contact details

Finance House Group Limited (FSP349346) is the Financial Advice Provider.

Call: 09 489 5008 or 027 355 8930

Email: admin@financehouse.net.nz

Write to: Finance House Group Limited

PO Box 475

Whangaparaoa 0944

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