We only collect personal information where this is necessary to carry out our functions including but not limited to ….
Name, Contact details, DOB, Gender, Smoker Status, Occupation, Income, Mortgage details.
We may collect personal information about you either directly from you or from other people or agencies, and we may generate personal information about you when we carry out our functions.
We collect your personal information in order to:
Provide Insurance Proposals, Provide Insurance Advice and arrange insurance policies, to continue to service clients, and to advise and educate people on Insurance Products and services.
We protect our data with all reasonable technical and process controls.
You can ask us for a copy of your personal information at any time. We will be as open as we can with you but must also ensure we meet our secrecy obligations.
We will only use and share personal information where necessary to carry out the functions for which we collected it, or if required by law.
If you cannot find the information you need, or you have concerns about the way we are managing your personal information, then please contact us at any time.
You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong. If you’d like to ask for a copy of your information, or to have it corrected, please contact us by….
Email: email@example.com, or Phone 09 631 7771,
or in writing to P O Box 28-572, Remuera, Auckland 1541