Financial Adviser Disclosure Statement

Company Name – Taylor Perry Consulting Limited
Employees – Cherry Taylor, Becca Perry, Melanie Priscott
FSP Registration number – 1000243
Address – 41 Campbell Street, Leamington, Cambridge
Email – insurance@taylorperry.co.nz

Adviser Duties

Taylor Perry Consulting are bound by the Financial Markets Conduct Act 2013. This requires
them to:

• meet standards of competence, knowledge, and skill which are described in the Code of Professional Conduct for Financial Advice Services;

• give priority to clients’ interests whenever a conflict of interest arises;

• exercise care, diligence, and skill in giving financial advice; and

• meet standards of ethical behaviour, conduct, and client care set out in the Code of Professional Conduct for Financial Advice Services.

Financial Advice Services

Taylor Perry Consulting can give you advice on Equine and Bloodstock insurance. We will advise you on the products provided by Ashby Underwriting (Amlin) as outlined in the different policy wordings.

Reliability History

Taylor Perry Consulting and C N Taylor Consulting have not been subject to a reliability event. A reliability event is something that might materially influence you in deciding whether to seek advice from us. As an example, it could include any legal proceedings against us or that we have been discharged from bankruptcy in the last four years.

Insurer Commissions

Taylor Perry Consulting receives commissions from the underwriter. It is calculated as a percentage of the premium and will depend on which insurance products you choose.

To ensure we prioritize your interest, we follow an advice process that ensures our recommendations are made on the basis of your goals and circumstances. We are under no contractual obligation to promote any one product over another.

Complaints and Dispute Resolution Process

For information about how to make a complaint or about or dispute resolution process, please refer to the policy wording.

This Disclosure Statement can be downloaded below.