Privacy Information

How personal information is used

The personal information collected about you will be held by the adviser business and Wealthpoint to identify services and products that may be suitable for your needs.

Our adviser business and Wealthpoint can access this information to assist in providing financial services to you, to administer and service any products you have, to identify other services or products that may be suitable to your needs, to provide quality control services, to manage complaints, and to meet legal and regulatory obligations.

How personal information is collected

Our adviser business, Wealthpoint, and relevant product providers may collect personal information about you directly from you and indirectly from other people or organisations.

These may include relevant product providers, lenders, insurers, credit reporting agencies, identity verification and compliance service providers, publicly available registers, and any other person authorised by you or permitted or required by law.

Disclosure and operational use

We may disclose your personal information to other relevant product providers to enable them to assist in providing financial services to you.

Personal information may also be collected or used for identity verification, fraud prevention, anti-money laundering and countering financing of terrorism compliance, product underwriting, administration, audit, and complaint management purposes.

Your rights and information security

You have the right to ask to see and request correction of any personal information that the adviser business, product provider and/or Wealthpoint holds about you.

Our adviser business and Wealthpoint hold information about you securely. If you transfer to another adviser business or if we sell our client register, we will transfer the information we hold to the new adviser business or adviser.

Your personal information may be disclosed to auditors. It may also be disclosed to regulators when required under law.