Lockton Companies Nz Limited Partnership

Financial Services Provider

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Auckland

FSPR Registered

FSP Number: FSP772011

NZBN: 9429048882224

Team Size: 29 advisers

Verify on FSPR

About Lockton Companies Nz Limited Partnership

What is Lockton Companies Nz Limited Partnership?

Lockton Companies Nz Limited Partnership is a financial services provider, based in Auckland, with 5 years on the FSPR register, and 29 appointed advisers on file.

How is Lockton Companies Nz Limited Partnership regulated?

Lockton Companies Nz Limited Partnership is registered on the Financial Service Providers Register (FSPR)as FSP772011, with first registration in 2021. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Lockton Companies Nz Limited Partnership offer?

Lockton Companies Nz Limited Partnership's Public Disclosure Statement lists the following scope of advice: general insurance, life insurance, health insurance, employee benefits, risk management. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Lockton Companies Nz Limited Partnership's PDS dated 2026-05-23 · PDF source. View original.

Fee structure: fee and commission
Commission: Yes
Dispute scheme: IFSO
Services: 4 named
FAQs: 7 answered
Linked docs: 2

Scope of advice

general insurance
life insurance
health insurance
employee benefits
risk management

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

Level 8, 1 Albert Street,Auckland Central,Auckland,1010,New Zealand

About Lockton Companies NZ Limited Partnership

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Public Disclosure Statement

Lockton Companies Nz Limited Partnership files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-23 · source format PDF.

→ View Lockton Companies Nz Limited Partnership's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json

Fee structure: fee and commission
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: IFSO
Scope of advice (verbatim from PDS): general insurance
life insurance
health insurance
employee benefits
risk management
Specialties: General Insurance
Life Insurance
Health Insurance
Financial Planning

Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.
Ownership: Lockton Companies NZ Limited Partnership; Lockton NZ Holdings Limited is also a related entity licensed in Samoa

Verbatim quotes from Lockton Companies Nz Limited Partnership's PDS (8 fields cited)

Fees

“Our remuneration for the services we provide you will be either commission, which is a percentage of the insurance premium paid by you and allowed to us by the insurer with whom your insurance contract is placed, or a fee as agreed with you.”

Professional indemnity

“LCNZ has a professional indemnity ("PI") insurance policy in place. The PI insurance covers us and our Associates for claims made against us and our Associates by clients as a result of the conduct of us or our Associates in the provision of financial services and advice.”

Product panel

“When we recommend an insurance policy for you, we will usually only consider the policies offered by the insurers or insurance providers whose security has been examined and approved by our Market Security Committee.”

Conflicts of interest

“We have conflict management procedures, and we seek to avoid conflicts of interest but where a conflict is unavoidable, we will explain the position fully and manage the situation in such a way as to avoid prejudice to any party.”

Scope of advice

“Under the terms of our licence our financial advisers are authorised to provide financial advice to clients on general, life and health insurance products.”

Dispute resolution

“If your complaint cannot be resolved to your satisfaction by us, you have the right to refer the matter to an external dispute resolution service Insurance & Financial Services Ombudsman Scheme (IFSO) of which LCNZ is a member.”

Ownership

“Lockton Companies NZ Limited Partnership (LCNZ) is an insurance intermediary authorised to provide financial services and advice in New Zealand by the Financial Markets Authority (FMA).”

Material relationships

“It may, at times, be appropriate (and for your benefit) for us to use other parties such as introducers or other insurance intermediaries. These parties may also earn and retain commissions for their role in providing products and services for you or in recognition of services they provide to us in relation to your business.”

Verbatim spans extracted from the source PDS dated 2026-05-23. Each quote was substring-verified against the original document; spans that failed verification were dropped. View source.

Services this firm offers

Named service offerings extracted from Lockton Companies Nz Limited Partnership's PDS. Names are verbatim from the source document; descriptions and fee notes are AI-summarised — refer to the original PDS for binding wording.

Insurance & Risk Management Services
Advisory

Discusses insurance requirements, arranges insurance programmes, and implements cover on behalf of clients with available insurers.

Fees: Commission (% of premium) or agreed fee; both may apply. Fees shown on invoice.

For: both
Claims Handling Services
Advisory

Notifies claims to insurers, represents clients in claim resolution, and arranges collection/settlement of claims.

Fees: Included during appointment; continuation beyond appointment subject to separate fee.

For: both
Claims Preparation Services
Advisory

Expert claim preparation and documentation service, engaging with underwriters and loss adjusters to obtain timely payments.

Fees: Additional cost, typically funded by Underwriters under Claims Preparation cover in the policy.

For: both
Additional Services
Advisory

Optional services outside core provision, including catastrophe or analytical modelling services, subject to additional remuneration.

Fees: Subject to agreement of additional remuneration; separate liability limit of NZD$1 million applies for analytical services.

For: both

FAQs from this firm's PDS

Common consumer questions answered in Lockton Companies Nz Limited Partnership's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

Who is Lockton Companies NZ Limited Partnership and what are they licensed to do?

“Lockton Companies NZ Limited Partnership (LCNZ) is an insurance intermediary authorised to provide financial services and advice in New Zealand by the Financial Markets Authority (FMA). LCNZ holds a Financial Advice Provider licence (FSP 772011) authorising it to provide insurance and risk management advice to clients in general, employee benefits and life/health insurance products to wholesale and retail clients, acting as our client's agent.”

What is the commission range LCNZ earns?

“Our commission earned varies between 0% and 37%”

What happens if I have a complaint about LCNZ's services?

“If you are not fully satisfied with our services, please contact our Complaints/Disputes Manager, and tell them about your complaint or dispute. If your complaint cannot be immediately resolved, we will acknowledge your complaint/dispute in writing within 2 working days providing you details of our internal complaints process and the person responsible for managing your complaint. We will endeavour to resolve your problem within 20 working days.”

What external dispute resolution service can I use if my complaint is not resolved?

“If your complaint cannot be resolved to your satisfaction by us, you have the right to refer the matter to an external dispute resolution service Insurance & Financial Services Ombudsman Scheme (IFSO) of which LCNZ is a member. This service is free of charge. A person may submit a complaint by using IFSO's online form or by contracting IFSO by phone or email.”

What are my disclosure obligations before entering an insurance contract?

“Before you enter into an insurance contract, you have a duty to tell the insurer all material facts in relation to your insurance needs. A statement is material only if that statement would have influenced the judgment of a prudent insurer in fixing the premium or in determining whether they would have taken or continued the risk upon substantially the same terms.”

What compensation arrangements does LCNZ have in place for clients?

“LCNZ has a professional indemnity ("PI") insurance policy in place. The PI insurance covers us and our Associates for claims made against us and our Associates by clients as a result of the conduct of us or our Associates in the provision of financial services and advice. LCNZ confirms that it has arrangements in place to ensure it continues to maintain PI insurance in accordance with the relevant regulations.”

What is LCNZ's limit of liability?

“the total aggregate liability of LCNZ to the Client and anyone claiming by or through the Client, for any and all claims, losses, costs or damages of any nature whatsoever related to our Services or the Agreement, from any cause or causes, shall not exceed NZD$10,000,000.”

Additional disclosure documents

Documents linked from Lockton Companies Nz Limited Partnership's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.