Lockton Companies NZ Limited Partnership (LCNZ) is an insurance intermediary authorised to provide financial services and advice in New Zealand by the Financial Markets Authority.

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Financial Advice Disclosure / Terms of Business Agreement

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Lockton Companies NZ Limited Partnership (LCNZ) is an insurance intermediary authorised to provide financial services and advice in New Zealand by the Financial Markets Authority (FMA). LCNZ holds a Financial Advice Provider licence (FSP 772011) authorising it to provide insurance and risk management advice to clients in general, employee benefits and life/health insurance products to wholesale and retail clients, acting as our client's agent.

The purpose of our Terms of Business Angreement ("the Agreement") is to set out the terms on which LCNZ undertakes to act for you, our client or agent, including our regulatory and statutory obligations, how we get paid, how we manage conflicts of interest or any complaint you have about our service; plus important information you need to be aware of in purchasing a financial insurance product recommended by us. It also identifies your responsibilities to both us and to insurers and other third parties.

Download our Financial Advice Disclosure / Terms of Business Agreement above.