QFE Disclosure Statement

The information contained in this Disclosure Statement is important and is provided in order to assist you to decide whether or not to choose Lumley as your insurer.

Lumley is a business division of IAG New Zealand Limited (“IAG”), a general insurer providing both domestic and commercial insurance products and services. IAG is a licensed Qualifying Financial Entity ("QFE") under the Financial Advisers Act 2008 and is regulated by the Financial Markers Authority ("FMA"). As a QFE, IAG has responsibility for the financial adviser services provided by its staff. If you require any information about financial advisers, or wish to report any information about IAG or any of its advisers, you can contact the FMA on 0800 434 567. You can check IAG’s QFE status at www.fspr.govt.nz

Lumley's Head Office is located at:
Lumley Centre
88 Shortland Street
PO Box 2426, Auckland 1140
Telephone: (09) 308 1100
Freephone: 0800 111 888
Email: info@lumley.co.nz

If you have a complaint about Lumley, we will do everything possible to resolve the matter in a prompt and professional manner. We recommend the following steps if you wish to make a complaint:

1. Contact the person you have been dealing with from Lumley.
2. If you wish to take the matter further, contact the manager/supervisor of the department you are dealing with.
3. If you remain unsatisfied, you can write to our Chief Executive Officer (CEO).
4. In the unlikely event that you are not satisfied with our response, you may contact the Office of the Insurance & Financial Services Ombudsman Scheme (“IFSO Scheme”). IAG is a member of the IFSO dispute resolution scheme.

Contact details:

The Insurance & Financial Services Ombudsman Scheme
PO Box 10-845
Wellington 6143
New Zealand
+64 (04) 499 7612
Freephone: 0800 888 202
Email: info@ifso.nz

This Disclosure Statement was prepared on 1 December 2015.