Information We Collect
We collect personal information from you, including information about your:
- name
- contact information
- interactions with us
- billing or purchase information
- Tax file numbers and passport numbers for regulatory purposes.
Purpose of Collection
We collect your personal information in order to:
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Administer client funds and meet our obligations under Tax and AML/CFT Acts.
Who We Share Your Information With
Besides our staff, we share this information with:
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agents and government agencies in order to correctly administer funds on behalf of the client and meet legal obligations.
Optional Information
Providing some information is optional. If you choose not to enter required information, we'll be unable to provide services.
How We Protect Your Information
We keep your information safe by storing in secure, reputable cloud facilities and maintaining strict access and auditing controls .
Retention and Destruction
We keep your information for five years (for regulatory reasons) at which point we securely destroy it by securely erasing it.
Your Rights
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 at privacy@fidelitycp.nz.
