Below you'll find all the important stuff you need to know if you're working with us or thinking about working with us
The following documents give you the scoop on the commitments and responsibilities that come with us being your broker. It’s all about making sure you have the info you need to make smart financial decisions.
Muma always told me to never assume and always be upfront (then you don't have to remember what you tell people!)
The Insurance Contracts Act 1984 says you’ve got a duty to share certain info before signing up for a general insurance contract with an insurer. It's all about keeping things transparent and making sure you're covered.
You can either download a PDF version by clicking the link above or read it online here
Even with the best of intentions, things may not go as planned
This policy lays out the steps for raising and handling concerns and complaints. Its goal is to help everyone sort out minor issues on their own, with a little guidance along the way!
You can either download a PDF version by clicking the link above or read it online here
We like to keep our circle small and walls high but even we're governed by the Privacy Act 2020 so we present you with the same.
We respect the privacy of your personal information. This Privacy Policy sets out how we collect, store, use and disclose your personal information, which we do in accordance with the Privacy Act 2020.
You can either download a PDF version by clicking the link above or read it online here
Your broker is acting on behalf of i2i Insurance Brokers Limited and is a General Insurance Broker.
Under NZ law, we’re authorised to provide advice and deal in general insurance products. We’re all about being fair and reasonable, so we’ve put together a clear outline of how we do business—just so you know exactly where we stand!
You can either download a PDF version by clicking the link above or read it online here
The FMA gave the green light to a new set of rules for disclosing information in our financial advice regime.
This document will give you the lowdown on:
- Who i2i is and what we’re all about;
- The responsibilities we have to you, our valued client;
- The kind of advice we can offer and the areas we specialize in;
- How we get paid – including the fees we charge and any commissions we might receive;
- Any potential conflicts of interest that could pop up now or in the future;
- How we handle service issues, complaints, and any disputes that might come your way.
We highly recommend taking a moment to read through everything, as it’ll help you understand what you can expect from us—and what you’re agreeing to when you use our services. By using our services, you’re automatically agreeing to these terms (no need to sign anything unless we specifically ask you to)
You can either download a PDF version by clicking the link above or read it online here
For your Financial Adviser (Insurance Broker) Disclosure, read it online here