Disclosure Statement - Natasha Robinson

 

Name of Financial Adviser:                                 Natasha Robinson

FSP Number:                                                         FSP222825

Address:                                                                177 Courtenay Street, New Plymouth 4310

                                                                                PO Box 4234, New Plymouth 4340

Trading Name:                                                       JRI Limited

Telephone Number:                                              (06) 758 8440

Fax Number:                                                          (06) 758 6625

Email Address:                                                      natasha@jri.co.nz

This disclosure statement was prepared on:     04/12/2018

 

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 financial adviser. I am not however, authorised to give advice in relation to securities, land investments, futures contracts, or investment-linked contacts of insurance I can give you advice about insurance contracts, other than investment-linked insurance contracts.

 

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 employer so that our internal complaints scheme can try to resolve the problem. You may contact our internal complaints scheme by notifying us in writing at:

                                                                                        JRI Limited

                                                                                        Attention:  John Rae

                                                                                        PO Box 4234

                                                                                        NEW PLYMOUTH 4340

 

If we cannot agree on how to resolve the issue or if you decide not to use the internal complaints scheme, you can contact the Insurance & Financial Services Ombudsman Scheme. This service will cost you nothing and will help us resolve any disagreements.

 

                                         Insurance & Financial Services Ombudsman Scheme

                                         Participant Number:            2000121

                                         Telephone:                          0800 888 202

                                         Email:                                  info@ifso.nz

                                         Website:                              www.ifso.co.nz

                                         Address:                              Insurance & Financial Services Ombudsman Scheme

                                                                                     PO Box 10845

                                                                                     The Terrace

                                                                                     WELLINGTON 6143

 

How am I regulated by the Government?

You can check that I am a registered financial adviser at http://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 disputes resolution procedures described above (under What should you do if something goes wrong?).

 

Declaration

I, Natasha Robinson, 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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