This Disclosure Statement provides you with important information about the financial advice services provided by fundr Limited (‘fundr’, ‘we’, ‘us’ and “our”). 

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About Us

fundr Limited holds a Full License & is registered with the Financial Markets Authority. 

Name : fundr Limited Trading as fundr

FSPR Number: 1007390

Email: nick@fundr.co.nz

Website: www.fundr.co.nz

Address: 80A Matipo Road, Mairangi Bay, Auckland 0630

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Nature and scope of the financial advice given 

fundr Limited can give you advice about financial products such as business, vehicles, and equipment finance and consumer finance. We specialise in sourcing finance for businesses and consumers by understanding their needs and then negotiating on their behalf with multiple financiers.

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Banks and lenders we use

fundr has agreements in place with a range of product providers and will recommend a suitable provider once we have conducted our analysis of your situation and research on the best product and/or product provider to meet your needs.

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• Finance Providers we work with

  • Flexicommercial

  • Heartland Bank

  • Orix New Zealand

  • Speirs Finance

  • Avanti Finance 

  • Branded Financial Services

  • CFI Finance 

  • Prospa

  • Fundtap 

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fundr is unable to offer legal or tax advice and recommend you consult your solicitor or accountant for this type of advice. 

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Our duties

fundr Limited is bound by and support the duties set out in the Financial Markets Conduct Act 2013.  These duties are:

• Meet the standards of competence, knowledge, and skill set out in the Code of Professional Conduct for Financial Advice Services (Code).

• Give priority to my client’s interests.

• Exercise care, diligence, and skill.

• Meet the standards of ethical behavior, conduct, and client care set out in the Code.

 

More information is available by contacting us, or by visiting the Financial Markets Authority website at https://www.fma.govt.nz. The Code of Conduct standards can be read here: https://www.fma.govt.nz/assets/assets/code-of-professional-conduct-for-financial-advice-services.pdf.

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How we get paid

For business, vehicles, equipment finance and consumer finance, fundr and the financial adviser receive commissions from the various finance providers we work with.

If you decide to take out a loan, the lender will pay a commission to fundr and your financial adviser. The amount of the commission is calculated through an agreed base rate between the lender and fundr. The advisor will then add a margin above the base rate to reflect the commission paid.  

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Fees and charges

fundr charges a broker fee for every deal we process. This fee can vary between $0 - $1000 and is included in your loan structure/repayments. The fee charged relates to providing specialised assistance with sourcing the right finance solutions to meet your needs and objectives.

If you do not enter into the credit contract, you will not be charged. Please note the finance provider will also have fees and charges relating to the processing of your deal and loading security on the PPSR. All fees and charges will be disclosed to you upfront upon approval from the finance provider.

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Conflicts of interest and incentives

To ensure that our financial advisers prioritise the client’s interest above their own, we follow an advice process that ensures our recommendations are made on the basis of the client’s goals and circumstances. All our financial advisers undergo annual training about how to manage conflicts of interest. We undertake a compliance audit, and a review of our compliance programme annually. We maintain registers of conflicts of interests, and the gifts and incentives we receive.

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fundr and our financial advisers can receive commissions / brokerage from the finance providers on whose products we give financial advice. If you decide to take out the loan, the finance provider will pay a commission / brokerage to fundr at time of settlement. 

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Privacy policy & security

We will collect personal information in accordance with our Privacy Policy. We regard client confidentiality as of paramount importance. We will not disclose any confidential information obtained from or about you to any other person, except in accordance with our Privacy Policy.

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Availability of Information

This information can be provided in hardcopy upon your request by contacting us at nick@fundr.co.nz

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Complaints Process

If you have a complaint about our financial advice or service, you need to tell us about it. You can contact our internal complaints service by emailing us at nick@fundr.co.nz using the heading Complaint - (Your Name). Please set out the nature of your complaint, and the resolution you are seeking. We will acknowledge receipt of this within 24 hours. We will then record your complaint in our Complaints Register and will work with you to resolve your complaint. We may want to meet with you to better understand your issues. We will provide an answer to you within 7 working days of receiving your complaint. If we cannot agree on a resolution, you can refer your complaint to our external dispute resolution service. This service is independent and will cost you nothing and will assist us to resolve things with you. Details of this service are:

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Financial Services Complaints Limited

Email: complaints@fscl.org.nz

Phone: 0800 347 257