Disclosure Statement – JV Financial Services
1. About Me I am a Financial Adviser (FSP605149) engaged by JV Financial Services Limited (FSP701371), which is authorised under a licence issued by the Financial Markets Authority.
Name: Jan Viljoen Phone: 022 599 8127
Email: [email protected] Website: www.jvfs.co.nz
Business Address: 22 Sunridge Estate, 674 Ranginui Road, Welcome Bay 3175 2.
Duties and Obligations I am bound by the Financial Markets Conduct Act 2013 and must:- Ensure you understand the nature and scope of the advice provided.- Act with care, diligence, and skill.- Give priority to your interests and act with integrity.- Treat you fairly and with respect.- Meet competence, knowledge, and skill standards.
More at: www.fma.govt.nz/compliance/role/financial-advice-provider/#dapDuties
3. Reliability History No reliability events have been recorded for either JV Financial Services Limited (FSP701371) or Jan Viljoen (FSP605149).
4. Products and Providers Insurance & Health: AIA, Asteron Life, Fidelity Life, NIB, Accuro, Southern Cross, CHUBB, Covermore, Allianz. KiwiSaver & Investments: Milford Investments, Generate, NZ Funds.
5. Additional Services Mortgages, Personal Loans, Vehicle & Asset Insurance, Vehicle Financing.Disclosure Statement – JV Financial Services Limited Advice: Unit Trusts (NZ Funds), KiwiSaver (Generate, NZ Funds).
6. Fees and Remuneration No fees are charged for advice. Commissions may apply depending on the provider and product. Insurance commissions range from 5% to 220% of the first year’s premium.
7. Conflicts of Interest JVFS has policies to manage conflicts of interest. I follow a defined advice process and undergo ongoing training and annual compliance reviews.
8. Complaints Process Contact Jan Viljoen at 022 599 8127 or [email protected]. If unresolved, contact Financial Services Complaints Ltd (FSCL): Phone: 0800 347 257 Email: [email protected] Website: www.fscl.org.nz