Stephan Jagers Primary Disclosure V3 dated 1st March 2015
1. `
Primary Disclosure Statement of Stephan Bernard Maria Jagers a.k.a Stephan Jagers Version 3 dated 1 March
2015 1
PRIMARY DISCLOSURE
(REGISTERED FINANCIAL ADVISER)
NAME OF FINANCIAL ADVISER Stephan Bernard Maria Jagers a.k.a Stephan Jagers
FSP70761
PHYSICAL ADDRESS Level 3, 101-103 Courtenay Place, Wellington, 6140,
New Zealand
POSTAL ADDRESS P O Box 2795, Wellington, 6140
TRADING NAME Affinity International Ltd. T/A FoxPlan Ltd.
TELEPHONE 04 918 4646
FACSIMILE 04 470 4667
EMAIL stephan.jagers@foxplan.nz
This disclosure statement was prepared on: 1 March 2015
It is important that you read this document
This information will help you to choose a financial adviser that best suits your needs. It will also
provide some useful information about the financial adviser that you choose.
What sort of adviser am I?
I am a registered, but not authorised, financial adviser.
I can give you advice about:
What should you do if something goes wrong?
If you have a problem, concern, or complaint about any part of my service, please tell me so that I can
try to fix the problem.
You may contact the internal complaints scheme by ringing 04 918 4659, and asking to speak to one of
the directors or by writing to The Directors, FoxPlan, PO Box 2795 Wellington 6140, and outlining your
complaint to them.
If we cannot agree on how to fix the issue, or if you decide not to use the internal complaints scheme,
you can contact Financial Services Complaints Ltd of which I am a member. This service will cost you
nothing, and will help us resolve any disagreements.
Risk products Other products
- Life cover
- Accidental death cover
- Disability income protection
- Trauma
- Living insurance
- Business overheads cover
- Mortgage protection insurance
- Key person protection insurance
- Medical insurance
- Mortgages
- Fire and General Insurance
2. Primary Disclosure Statement of Stephan Bernard Maria Jagers a.k.a Stephan Jagers Version 3 dated 1 March
2015 2
PRIMARY DISCLOSURE
(REGISTERED FINANCIAL ADVISER)
You can contact Financial Services Complaints Ltd at
How am I regulated by the Government?
You can check that I am a registered financial adviser at http://www.fspr.govt.nz
The Financial Markets Authority regulates financial advisers. Contact the Financial Markets
Authority for information,includingfinancialtipsandwarnings.
You can report information or complain about my conduct to the Financial Markets Authority,
but in the event of a disagreement, you may choose to first use the dispute resolution
procedures described above (under What should you do if something goes wrong?).
Declaration
I, Stephan Jagers, declare that, to the best of my knowledge and belief, the information contained in
this disclosure statement is true and complete and complies with the disclosure requirements in the
Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.
Signed:
Date: 1 March 2015
Enclosure: Client acknowledgement
POSTAL ADDRESS PO Box 5967, Lambton Quay, Wellington 6145
TELEPHONE 0800 347 257
EMAIL info@fscl.org.nz
3. Primary Disclosure Statement of Stephan Bernard Maria Jagers a.k.a Stephan Jagers Version 3 dated 1 March
2015 3
PRIMARY DISCLOSURE
(REGISTERED FINANCIAL ADVISER)
4. Primary Disclosure Statement of Stephan Bernard Maria Jagers a.k.a Stephan Jagers Version 3 dated 1 March
2015 4
PRIMARY DISCLOSURE
(REGISTERED FINANCIAL ADVISER)
Client acknowledgement
I / We _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _/_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
acknowledge receipt of the disclosure statement, Version 3, dated 1 March 2015 of Stephan
Bernard Maria Jagers a.k.a Stephan Jagers of Affinity NZ Ltd Trading as FoxPlan Ltd.
Signed............................................... Date.................................
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