Sentinel Disclosure Statement – Qualifying Financial Entity
NAME: Sentinel Limited
TRADING NAME: Sentinel
P O Box 33 1040,
Takapuna, AUCKLAND 0740
Level 1 87 Hurstmere Road,
Takapuna, AUCKLAND 0622
This is important information – it provides information about the product and advice that Sentinel offers and should help you to decide which financial adviser to choose.
Sentinel is a Qualifying Financial Entity (QFE) under the provisions of the Financial Advisers Act 2008, our registration number is FSP48342. This information can be checked on the Financial Service Providers Register at www.fspr.govt.nz. Sentinel is regulated by the Financial Markets Authority (FMA), you can obtain more information about the FMA from their website www.fma.org.nz or by calling them on 04 472 9830.
What sort of advice can a Sentinel QFE adviser provide?
Sentinel QFE advisers can give you information relating to the features and suitability of the Sentinel Lifetime Loan product. The Lifetime Loan is a Home Equity Release mortgage and is classified as a Category 2 product under Financial Advisers Act 2008.
How are Sentinel advisers paid?
Sentinel staff are Nominated Representatives who are based in our office and will generally be in contact with you by phone, letter or email. They do not receive any sales incentives for the completion of loans. Sentinel also has a number of Nominated Representatives who can come out to your home. There is no cost to you for their service; however they receive a commission from Sentinel when your loan is issued.
What to do if you have a complaint about: Sentinel, your Sentinel Lifetime Loan, or any aspect of your experience with us?
Sentinel is always striving to offer the best product and service we can to meet your needs. If something happens that you are not entirely happy about we need to know so we can solve the problem and stop the same thing occurring in the future.
Please contact us as soon as anything occurs that you are unhappy with and we will do our best to solve the problem immediately.
If your complaint is serious and it can not be easily fixed we will ask that you provide us the details in writing, including the nature of the complaint and what you think should be done to resolve the situation. We will notify you when we receive the complaint and then investigate all aspects of the matter before attempting to resolve all of your concerns. We will keep you up to date with progress and advise you of any outcomes in writing.
What if I am still unhappy?
If you are not satisfied with our suggested solution Sentinel is a member of the Insurance & Savings Ombudsman’s Service of New Zealand (ISO), who act as our licensed dispute resolution service. You can contact the ISO by;
Phone: 0800 888 202
Post: P O Box 10 845, Wellington 6143