Case Study

FSCL Case Study

How much support should a broker offer?

A client engaged a tiler, to assist with a bathroom renovation. The tiler engaged a subcontractor to complete one aspect of the renovation. Unfortunately, the clients were not happy with the standard of the subcontractor’s wo...

FSCL Case Study

Communication breakdown

The clients were a couple who lived in a remote part of New Zealand, running a building business as well as a bed-and-breakfast. They arranged liability insurance for their business, as well as material damage insurance for their buildi...

IFSO Case Study

Meth damage standoff

A trust held house insurance for a rental property . In March 2017, the trust made a claim to the insurer, because methamphetamine testing had shown a composite test result of 66µg, well over the threshold requiring remediat...

IFSO Case Study

Failing crank shaft

In December 2015, a trust arranged insurance on its boat with an insurer. In January 2016, a trustee of the trust was driving the boat when swells developed. He said he went over a wave and the boat landed awkwardly, there was a...

IFSO Case Study

Advisers should educate clients about gradual d...

The best time for clients to understand how insurance works is before they might need to make a claim, says Karen Stevens, Insurance and Financial Services Ombudsman.  “Advisers have a really important role in educating...

IFSO Case Study

Family fallout

A family trust owned a house.   The trustee of the trust was a trustee company. The directors were a couple and the woman’s mother. The trustee company arranged insurance for the house through its financial...

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