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What is a financial service?

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Some examples of common financial services are:

  • providing financial advice (including financial planning)
  • mortgages, saving and cheque accounts, and loans – services your bank, building society or credit union may offer
  • insurance – including life, health, home/contents, and vehicle
  • money management and/or advice
  • investment management and/or advice
  • consumer loans and credit – such as a retailer selling an item on credit or providing a cash loan
  • foreign currency exchanges – whether buying or selling
  • money transfers.

 

The legal definition of financial services is provided in section 5 of the Financial Service Providers (Registration and Dispute Resolution) Act 2008.

 

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Last updated 25 October 2011