Mybroker NZ Limited Privacy Policy

Mybroker NZ Limited ("we," "us," or "our") is committed to protecting the privacy of your information. This Privacy Policy explains how we collect, use, disclose, and protect your personal information in accordance with the Privacy Act 2020 and other relevant privacy laws in New Zealand. It is important to understand that Mybroker NZ Limited acts as a conduit, providing your information to a qualified financial adviser ("the Adviser") who will then use this information to provide you with advice and services.

1. Information We Collect

Mybroker NZ Limited collects your personal information when you provide it to us, including, but not limited to, the following instances: through our website and any related services; during any; and if and when you contact Mybroker NZ via any alternative method, such as telephone or email.

2. How We Use Your Information

We will only use your personal information for the purpose of sharing it with your chosen Adviser. We will not use your information for any other purpose, including marketing, without your explicit consent. The Adviser's use of your information will be governed by their own privacy policy, which you should obtain and review.

3. Disclosure of Your Information

We will only disclose your personal information to your chosen Adviser. We will not disclose your information to any other third parties without your express consent, unless required by law. We will ensure that the Adviser understands their obligations under the Privacy Act 2020 regarding the handling of your personal information.

4. Data Security

We take reasonable steps to protect your personal information from unauthorized access, use, or disclosure while it is in our possession. These steps may include:

  • Secure Storage: Storing your information securely, both physically and electronically.

  • Access Controls: Restricting access to your information to authorized personnel only.

  • Data Encryption: Using encryption technologies to protect your information during transmission and storage.

  • Regular Reviews: Regularly reviewing our security measures to ensure they are up to date.

We will ensure that any data shared with the Adviser is done so in a secure manner. However, we are not responsible for the Adviser's data security practices once they have received your information.

5. Data Retention

We will retain your personal information only for as long as necessary to facilitate its transfer to your chosen Adviser, or as required by law. Once the information has been provided to the Adviser, they will be responsible for its retention in accordance with their own policies and legal obligations.

6. Your Rights

You have the following rights regarding your personal information:

  • Access: You have the right to request access to the personal information we hold about you.

  • Correction: You have the right to request correction of any inaccurate or incomplete personal information.

Prior to fulfilling your request to access or correct your personal information, Mybroker NZ Limited will require verification of your identity to ensure that you are the individual to whom the requested information pertains. This verification process is essential for safeguarding the privacy of your data and preventing unauthorized access or modification. We appreciate your cooperation in providing the necessary documentation to confirm your identity.

Regarding requests for correction of personal information, Mybroker NZ Limited will carefully consider each request. If the requested correction is reasonable and we are reasonably able to implement the change to the personal information, we will make the necessary correction generally within 24hours. In all other instances where we determine that the correction should not be made, we will take reasonable steps to formally note on the relevant personal information that you have requested the correction. This notation will serve as a record of your request and our decision.

7. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website. Your continued use of our services following the posting of such changes constitutes your acceptance of the revised Privacy Policy.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our handling of your personal information, please contact us at information@mybroker.co.nz