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BEYOND MORTGAGES LIMITED DISCLOSURE

Licensing information

Beyond Mortgages Limited (FSP 259065, trading as Beyond Mortgages Limited) is a Financial Advice Provider (FAP) licensed and regulated by the Financial Markets Authority to provide financial advice.

Nature and scope of the advice

Beyond Mortgages Limited provides mortgage advice provided by the following product providers:

Fees or expenses

Beyond Mortgages and our advisers do not charge clients fees, expenses or any other amount for the financial advice we provide. You will not be invoiced or asked to pay any fees to us at any time, even if the engagement of services or the products placed through this engagement are terminated by either party.

 

Conflicts of interest and commissions

Beyond Mortgages Limited and our advisers are paid in the form of commission received from the product providers through which we place business. We will provide more specific details of these commissions once we have talked to you and understand your needs.

 

Complaints handling and dispute resolution

If you are not satisfied with our service or financial advice, please tell us as soon as possible.

Call: 04 568 2227

Email: info@beyondmortgages.co.nz

Write to: P O Box 30-929, Lower Hutt, 5040

 

When we receive a complaint:

 

If we cannot agree on how to fix the issue, or if you decide not to use our internal complaints process, you can contact our external disputes resolution scheme, Financial Dispute Resolution Service (FDRS). FDRS provides a free and independent dispute resolution service that may help to resolve your complaint if we haven’t been able to do so to your satisfaction. To contact FDRS:

Call: 0508 337 337

Email: enquiries@fdrs.org.nz

Write to: FREEPOST 231075, P O Box 2272, Wellington, 6140

 

Duties information

Beyond Mortgages Limited and our advisers have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice.

 

We are required to:

 

Contact details

Beyond Mortgages Limited (FSP 259065, trading as Beyond Mortgages Limited) is the Financial Advice Provider.

Call: 04 568 2227

Email: info@beyondmortgages.co.nz

Write to: P O Box 30-929, Lower Hutt, 5040

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