Why Disclosure Matters in Insurance Advice – A Guide by Arjun Sharma

Financial advice includes disclosure, which ensures clients know what services, fees, and liabilities they will incur. Arjun Sharma, of Fundagroup Insurance Brokers, offers adequate disclosure that complies with New Zealand laws under the Financial Services Legislation Amendment Act 2019.

He offers advice on domestic and business general insurance, covering property, contents, marine, professional liability, and cyber insurance products suitable for individual requirements. His clients are well-versed with the fees, commissions, administration charges, and policy renewal processes to prevent any shocks.

Confidentiality is also maintained, where the use of personal information is regulated by the Privacy Act 2020 and Information Privacy Principles of New Zealand.

There is a complaint handling process in place in case of any disputes, which includes an independent FSCL, free for all parties involved.

Arjun Sharma, who specializes in insurance solutions, focuses on trustworthiness, customized advice, and value-based pricing.