Evolve serves everyone.
Evolve is part of Evolve Group Limited, which holds the Financial Advice Provider licence that allows the team to give you sound financial advice.
We will share with you how we operate and what our obligations are when we meet in person or speak over the phone, however, there are some key documents linked to the list below that we hope will provide you with a deeper understanding of our policies, processes and obligations under the Financial Services Legislation Amendment Act 2019.
At the end of the day, we are here to serve you first and foremost. That is all that matters :)
Evolve uses The Adviser Platform (TAP) for CRM and administration services:
What happens if you have a dispute?
If you have a problem, concern or complaint about any part of our service, please tell us so that we can try to fix the problem. If we cannot agree on how to fix the issue, or if you decide not to use the internal complaints scheme, you can contact Financial Services Complaints Limited (FSCL), which is the disputes resolution scheme that Evolve Group Limited belongs to.
This service will cost you nothing and will help us resolve any disagreements.
You can contact FSCL at –
Physical Address : Level 4, 101 Lambton Quay, Wellington 6011
Email Address : info@fscl.org.nz
Telephone Number : 0800 347 257
Website : www.fscl.org.nz
For more information, please contact us