In common with many financial organisations, we provide a range of services to a large number of clients. We also provide certain services to insurers. Situations may arise in which the interest of a client may conflict with those of another client or with our own interest. Accordingly, we have policies and procedures in place to ensure that should such circumstances arise, they are managed appropriately. You can contact us if you would like more information about how we manage conflicts of interest.
You can also read the Marsh and McLennan Companies Code of Conduct — The Greater Good.
In addition, we aim to be clear with you as to how we are paid. As part of that commitment, we have created a Compensation Guide for New Zealand Clients — which describes the types of compensation we might receive, and supports our continued commitment to transparency and compliance.
Marsh is regulated by the Financial Markets Authority (FMA), which is the independent statutory watchdog that regulates financial services. Click here to see a copy of the Marsh Financial Advice Provider Disclosure.
Furthermore, we have established a toll-free “Ethics & Compliance” line at 0800 58 3303, 24 hours a day, 7 days a week. Please use this number to submit any concerns or complaints you may have related to compensation paid or payable to Marsh by insurers or any other third parties.
Marsh is part of the Marsh & McLennan group of companies, which includes Mercer and Oliver Wyman. It also includes Guy Carpenter, a specialist reinsurance broker, which may place reinsurance for one or more of your insurers.
Use of Client Information
Data Analytics. Marsh may include, on an anonymous basis, information relating to its clients’ insurance programmes in benchmarking, modelling and other analytics. Marsh offers an array of analytics capabilities to clients, insurers and others. For clients, these offerings include benchmarking databases, analytics and modelling tools, surveys and other compilations of information, which are designed to help clients more effectively assess their risks, make more informed decisions and construct insurance programmes and other risk mitigation strategies. Marsh or its affiliates may in some instances receive compensation for its analytics offerings from clients, insurers and others. For more information about Marsh’s analytics capabilities and services, please visit the Analytics page.
MarketConnect. MarketConnect is Marsh’s industry leading proprietary technology suite that allows Marsh to assist insurers in their efforts to improve their performance and create superior solutions for our clients. Within MarketConnect, MarketMatch is a proactive tool that allows insurers to identify business opportunities in advance of renewals, enabling them to be considered for risks for which they historically had not been considered. In MarketConnect, client names and certain other information are provided to insurers when viewing upcoming renewals that meet their stated risk appetite. MarketConnect is part of Marsh’s insurer consulting offering for which Marsh receives compensation from insurers.
The Foreign Account Tax Compliance Act (FATCA)
The Foreign Account Tax Compliance Act (FATCA) is a US regulation with global implications for Marsh and Marsh’s clients.
To support our clients and other parties that make in-scope premium payments to Marsh, we are making the W-8IMY and W-9 forms of many of our companies available to download at this link.
If we revise any form due to a change in circumstances, the revised form will be uploaded within 30 days of the change. You are encouraged to check this site prior to remitting in-scope FATCA payments to us to ensure you have the most current form available.
Please direct questions and requests for forms not included in this site to email@example.com.