Privacy Policy

It is understood that any information gathered at the time of the fact find or other information that we may receive from time to time via any source is personal and I undertake to keep this information confidential and secure. The Privacy Act (2020) gives you the right to request access to, and correction of, your personal information.

Information provided by you or any authorised agent, will be used by me and any members of CFAN like my manager for the purpose of providing advice to you and may also be used by any product or service provider when implementing any of my recommendations or variations thereof. It can also be accessed by auditors, claims assessors, compliance providers, investigators, the regulator or underwriters who may need access to such information.

This information will be held by me at my offices and on my database as well as in the offices and databases of CFAN.

As a standard condition of our licence issued by the Financial Markets Authority to provide financial advice, we are required to keep your information on file of 7 years from the later of

* the date the record is made; and
* the date the financial advice to which the record relates is given; and
* the date any later record is made that refers to or relies upon information in the record; and
* the date of the conclusion of the life of the financial advice product that the financial advice relates to.

If you have any questions about this privacy policy or you’d like to ask for a copy of the information we hold on you, or to have it corrected, please contact us:

Address: Suite 3 Level 2 86 Parnell Road, Parnell, Auckland, New Zealand

Or via email at reccabel.thomson@cfan.co.nz

Or call 020 407 52591 Bel