This licence authorises the licensee to carry on a financial services business to:
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:
life products limited to:
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
provide a claims handling and settling service limited to:
the person assists another person to make a claim under an insurance 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 |
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