Disclosure Statement (financial adviser)

Name of financial adviser: Donald Sinclair Shepherd

Ingerson Insurance Brokers
736 Fergusson Drive
Upper Hutt

Telephone number: 04 5273740
Fax number: 04 5273748

Email address: don@iib.co.nz

This disclosure statement was prepared on: 27th June 2011.

It is important that you read this document.

What sort of adviser am I? I am a registered financial adviser.

I can give you advice about: Any category 2 product (Fire & General Insurance Products).

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 internal complaints scheme so that my internal complaints scheme can try to fix the problem.

You may contact the internal complaints scheme by telephoning Don on 04 5273740 or by email don@iib.co.nz or by writing to internal complaints Ingerson Insurances Ltd, P O Box 3713, Wellington 6140

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

You can contact:

Financial Services Complaints Limited
P O Box 5967
Wellington 6145

Telephone number: 0800 347 257

Email address: info@fscl.org.nz

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 dispute resolution procedures described above (under What should you do if something goes wrong?).

Declaration

I, Donald Sinclair Shepherd, 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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