FINANCIAL ADVICE PROVIDER
Our Business Details
New Zealand Dental Insurance Society Limited (NZDIS) is a Licensed Financial Advice Provider issued by the FMA to provide financial advice services. Financial Services Provider Number: FSP34786
Our office and contact details
34a Taharoto Road, Takapuna, Auckland 0622
Phone: 09 486 1157 OR 0800 650 149
Email: Contact us
Nature and Scope of financial advice services
NZDIS has been providing insurance and financial services to dental health professionals since 1921. NZDIS is owned by the membership and Dental Surgeons sit on the Board of Directors. Policy owners of Accident and Sickness Insurance qualify for membership.
NZDIS has engaged Group & Risk Brokers Ltd (FSP109049), a licensed Financial Advice Provider, to provide services inclusive of financial advice to our customers on its products. NZDIS has two financial products: Accident and Sickness Insurance (disability income protection) and Finance (short term loans).
Duties of information
Anyone who gives financial advice, has duties under the Financial Markets Conduct Act 2013 relating to the way the advice is given.
Group & Risk Brokers Ltd are required to:
- Give priority to your interests by taking all reasonable steps to make sure their advice isn't materially influenced by their own interests
- Exercise care, diligence, and skill in providing you with advice
- Meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure that they have the expertise needed to provide you with advice)
- Meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure they treat you as they should, and give you suitable advice). This is only a summary of the duties. More information is available by contacting us, or by visiting the Financial Markets Authority website at https://www.fma.govt.nz
Complaints handling and Dispute Resolution Scheme
If you have a problem, concern, or complaint about any part of our service, please tell us so that we can try to fix the problem. Our Compliance Officer is Karen Morris. You can contact her by phone on 0800 650 149 or by email.
If we cannot agree on how to fix the issue you can contact Financial Services Complaints Ltd (FSCL).
This service will cost you nothing, and will help us resolve any disagreements. You can contact FSCL (Financial Services Complaints Ltd) at:
Address: P O Box 5967, Lambton Quay, Wellington 6145
Telephone number: 0800 347 257 (free call) or 04 472 3725
Email address: firstname.lastname@example.org