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Disclosure Statement (Financial Adviser) Name of financial adviser:Air Kamal TewariAddress:DL, 2729 William Pickering Drive, Rose dale, Auckland 0632Trading name:Max Money Group Limited T/a Max Loans,
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Gather all financial information including income, assets, debts, and expenses.
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Fill in all required fields accurately and truthfully.
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Include information on any other financial relationships or interests that may present a conflict of interest.
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Consult with a legal advisor if unsure about any information to disclose.
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Sign and date the disclosure statement before submitting it to the relevant parties.

Who needs disclosure statement financial adviser?

01
Financial advisers who are licensed and regulated by governing bodies such as the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA).
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Clients or investors who are considering working with a financial adviser and want full transparency about their financial interests and potential conflicts of interest.
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Disclosure statement financial adviser is a document that discloses the financial information of a financial adviser or firm, including their fees, services offered, potential conflicts of interest, and any disciplinary history.
Financial advisers and firms who provide financial services to clients are required to file a disclosure statement.
To fill out a disclosure statement, financial advisers or firms must provide accurate and up-to-date information about their services, fees, conflicts of interest, and disciplinary history.
The purpose of a disclosure statement is to provide transparency to clients and help them make informed decisions about their finances.
Information that must be reported on a disclosure statement includes fees, services offered, conflicts of interest, disciplinary history, and any other relevant financial information.
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