This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
general insurance products;
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
general insurance products; and
provide a claims handling and settling service limited to:
the person makes a recommendation, or states an opinion, in the following circumstances:
the recommendation, or statement of opinion, is made in response to an inquiry by or on behalf of another person about an existing or a potential claim by the other person under an insurance product; and
the recommendation, or statement of opinion, could reasonably be expected to influence a decision whether to continue with the existing claim or to make the potential claim;
the person assists another person to make a claim under an insurance product;
the person represents a person insured under an insurance product in pursuing a claim under the product;
the person assesses whether an insurer has a liability under an insurance product, or provides assistance in relation to such an assessment;
the person makes a decision to accept or reject all or part of a claim under an insurance product;
the person quantifies the extent of the insurer's liability to another person under an insurance product, or provides assistance in relation to the quantification of the extent of such a liability;
the person offers to settle all or part of a claim under an insurance product; and
the person satisfies a liability of the insurer under an insurance product in full or partial settlement of a claim under the insurance product;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|