Josephine Dallimore

Disclosure Statement

 

Contact Details

• • Trading Name: Health Management Insurance Services Limited
• • Address: P O Box 344, Katikati, New Zealand
• • Physical: 22cWills Road Katikati
• • Phone: +64 9 215 9004; mobile +64 21 466 474

 

It is important that you read this document

This disclosure document was prepared on 1st June 2017. 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 Adviser but not an Authorised Financial Adviser. Our staff are Registered Advisers and can give you advice about Risk and Insurance Products other than Investment Linked insurance Contracts. Only Authorised Financial Advisers are able to give advice about Investment Linked insurance contracts.
 
Company Registration #FSP37384.

 

What should you do if something goes wrong?

If you have a problem, concern, or complaint about any part of my service, please talk to me so that I can try to fix the problem. If your concern has not been addressed to your satisfaction you may contact the internal complaints scheme by visiting our website www.hmis.co.nz .If we cannot agree on how to fix the issue, or if you decide not to use the internal complaints scheme, you can contact Insurance & Savings Ombudsman (ISO) ([email protected]). This service will cost you nothing, and will help us resolve disagreements.
 
You can contact ISO at:

• • Address: PO Box 10-845 Wellington 6143 NEW ZEALAND
• • Telephone number: +64 (04) 499 7612 Freephone: 0800 888 202
• • Email address: [email protected]

 

How am I regulated by the Government?

You can check that I am a registered financial adviser at https://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, Josephine Dallimore 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