Trading name: Cover First
Our details:
Email: info@invictafinancial.co.nz
Website: https://coverfirst.co.nz/
Cover First is a referral partner of Invicta Financial Limited, which is a licensed financial advice provider issued by the Financial Markets Authority (FMA) to provide financial advice services.
Invicta Financial’s Financial Services Provider Number: FSP1003084.
While Cover First provides information about financial services and products, we do not provide direct financial advice or make recommendations. Instead, we refer clients to Invicta Financial, who will provide the advice and products best suited to your needs.
Under the Financial Markets Conduct Act 2013, Invicta Financial has duties that focus on putting your interests first. You can find more information on these duties through Invicta Financial’s website or by contacting the Financial Markets Authority (FMA) for more information, including financial tips and warnings.
While Cover First provides information about financial services and products, we do not provide direct financial advice or make recommendations. Instead, we refer clients to Invicta Financial, who will provide the advice and products best suited to your needs.
Cover First provides information to help you understand financial products related to life, health, and insurance, but we do not provide specific financial advice. When you reach out for assistance, we will refer you to Invicta Financial, who can provide personalised financial advice
in relation to:
Invicta Financial works with a panel of approved insurance providers, which may limit the scope of product recommendations.
We do not charge a fee for the services we provide at Cover First. If you decide to proceed with the financial advice provided by Invicta Financial, they may receive commissions from the insurance providers for policies you choose.
At Cover First, we refer you to Invicta Financial, who provide financial advice for the following products:
Invicta Financial has chosen to work with specific insurance providers for each of these products. Please refer to Invicta Financial for a full list of the providers they work with.
To ensure your interests are prioritised, Invicta Financial:
Invicta Financial ensures impartial advice through regular audits of client files and adherence to the Code of Professional Conduct for Financial Advice Services.
Invicta Financial must meet the standards of competence, knowledge, and skill set out in the Code of Professional Conduct for Financial Advice Services, ensuring that the advice provided is of a high professional standard. They are also required to prioritise your interests and ensure that the advice is not influenced by their own interests or those of any other person.
If you have a complaint or issue with the services provided by Invicta Financial, please reach out directly to them. You can contact Invicta Financial via email at info@invictafinancial.co.nz or 0800 468 282 for assistance. We aim to resolve all complaints within 10 working days of receiving them.
If you are unable to resolve the issue with Invicta Financial, you can contact Financial Service Complaints Limited (FSCL), an external dispute resolution scheme. FSCL is independent and provides free services to help resolve complaints.
Contact Financial Service Complaints Limited (FSCL):
Address: PO Box 5967, Wellington 6140
Phone: 0800 347 257
Email: info@fscl.org.nz
The information provided here is correct to the best of our knowledge as of the date of this disclosure. Cover First and Invicta Financial will take all reasonable steps to ensure that any financial advice you receive is suitable and compliant with all relevant New Zealand financial laws.
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