We attach the following important documents:
- Financial Advice Disclosure which provides you with information about the financial services and products provided by WTW, including how we are remunerated.
- Terms of Business Agreement (TOBA) which sets out the terms on which we will provide our professional services to you.
- Important Notices explains in detail your duty of disclosure and other important information relating to the placement of your insurance policies.
Previous versions (Financial Advice Disclosure)
| Title | File Type | File Size |
|---|---|---|
| Willis New Zealand Limited: Financial Advice DisclosurePDF | .1MB | |
| WTW Financial Advice Disclosure New Zealand February 2025PDF | .6MB |
Previous versions (Terms of Business Agreement (TOBA))
| Title | File Type | File Size |
|---|---|---|
| WTW CRB TOBA New Zealand April 2026PDF | .8MB | |
| WTW CRB TOBA New Zealand January 2026PDF | 1.8MB | |
| WTW CRB TOBA New Zealand September 2025PDF | 1.8MB | |
| WTW H&B TOBA New Zealand July 2025PDF | 1.8MB | |
| WTW CRB TOBA New Zealand July 2025PDF | 1.8MB |