This licence authorises the licensee to carry on a financial services business to:
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 offers to settle all or part of a claim under an insurance product; and
the person represents a person insured under an insurance product in pursuing a claim under the product;
to retail and wholesale clients.
Name | First provided advice | Qualification and trainings |
---|