Disclosure Statement
Name of Company: Level Premiums Limited – FSP1002965
Trading as: Level Premiums
Address: 6 Te Kaka Place, Omokoroa
Financial Adviser: Stephen Lee – FSP473786
Telephone number: 0220 447 404
Email address: steve@levelpremiums.co.nz
This disclosure statement was prepared on: 20 Jun 2021
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 Company are we?
We work with registered financial advisers. We can give you advice about:
Personal Risk Insurances such as Life Insurance, Income Protection Insurance, Trauma Insurance, Mortgage Protection Insurance, Disability Insurance, Medical/Health Insurance, or a review of existing insurance cover.
What should you do if something goes wrong?
If you have a problem, concern, or complaint about any part of our service, please tell me so I can try to fix the problem.
Or, you may contact the internal complaints scheme by:
Address: Managing Director, Level Premiums, 6 Te Kaka Place, Omokoroa
Telephone: 0220 447 404
Email Address: steve@levelpremiums.co.nz
If we cannot agree on how to fix the issue, you can contact the ISO (Insurance and Savings Ombudsman). This service will cost you nothing and will help us resolve any disagreements.
You can contact the Insurance and Financial Services Ombudsman at:
Address: PO Box 10-845 Wellington 6143 NZ
Telephone Number: 0800 888 202
Email address: info@iombudsman.org.nz
Fees
I do not charge any fees for the financial adviser service I provide to you. The only remuneration I receive is from commissions paid by product providers.
How are we regulated by the Government?
You can check that Level Premiums Limited is a registered financial advice provider 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 our 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, Stephen Lee, Director of Level Premiums Limited, 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.