Scope of Advice Disclosure

Freedom Financial Limited (FSP769995), along with our authorised advisers and representatives providing financial advice on our behalf, are bound by obligations outlined in the Financial Markets Conduct Act 2013 concerning the manner in which advice is dispensed.

We are mandated to:

  • Prioritise your interests, ensuring our advice remains uninfluenced by our own interests through diligent measures.
  • Exercise due care, diligence, and expertise in furnishing advice.
  • Adhere to the standards of competence, knowledge, and skill stipulated by the Code of Professional Conduct for Financial Advice Services.
  • Uphold standards of ethical conduct, behavior, and client care as defined by the Code of Professional Conduct for Financial Advice Services.

This encapsulates only a condensed overview of our duties. Additional information can be obtained by contacting us directly or by visiting the Financial Markets Authority website at fma.govt.nz.