Disclosure Statement - Rochelle Jacob
Name of Financial Adviser: Rochelle Jacob
FSP Number: FSP61109
Trading Name: JRI Limited
Physical Address: 177 Courtenay Street, New Plymouth 4310
Postal Address: PO Box 4234, New Plymouth 4340
Telephone: 06 758 8440
Email: rochelle@jri.co.nz
This disclosure statement was prepared on: 30 May 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



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 Financial Dispute Resolution Service. This service will cost you nothing and will help us resolve any disagreements.

Participant Number: FM5270
Telephone: 0508 337 337
Email: enquiries@fdrs.org.nz
Website: www.fdrs.org.nz
Address: Freepost 231075, PO Box 2272, Wellington 6140


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?).



I, Rochelle Jacob, 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.


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