Privacy policy
Privacy and Data Collection
To provide our clients the best advice and service, we need to collect their personal information. This information could include personal and financial details, and any correspondence.
We take our responsibilities under the Privacy Act 2020 seriously, and so
We only collect information relevant to the nature and scope of the advice we are providing.
Once collected, we will take every reasonable action to protect any personal information you give us.
You have the right to view any copies of personal information we hold about you, or ask for it to be amended, at any time.
We have policies and procedures for dealing promptly with any data breaches.
Any information no longer needed will be held securely for a minimum of 7 years then destroyed securely.
We will share some of your personal information, when necessary, in providing the agreed services. We will do everything we reasonably can to protect your data from unauthorised use by any third party we use. This includes ensuring the third party has their own privacy statement and policies to comply with relevant legislation.
We would only consider sharing information outside of our normal business with your express consent to do so. However, there are some third parties you may not be aware of that we may need to share your information with, such as:
Financial Markets Authority (FMA), the regulator of financial services in New Zealand
External compliance agencies we may engage for quality assurance purposes.
To view any copies of personal information we hold about you, or ask for it to be amended, please contact us:
CWP Privacy Officer
Edwina Eru
Telephone: 09 300 5235
eMail: edwina.eru@collinsonwealth.com