How we collect, use and protect personal information.

At Trilogy Financial Advisers NZ we value your privacy and the trust you place in us. We are committed to ensuring compliance with the Privacy Act 2020 and to the ongoing protection of your personal information.

We collect personal information from you for the purposes of understanding your risk management profile and providing you with quality advice about our financial products and services.

This information may be used to identify you when we are doing business so we can protect your information from unauthorised access; set up, administer and manage your products and services; manage your financial advice with authorised third parties; support claims management and advocacy; support marketing purposes; and support staff training and development.

We collect this information during our general business and, where possible, directly from you. Information may be collected face to face, by phone, by email or in written correspondence.

This information may include your name, date of birth, gender, family or business relationships, physical address and contact details.

If we request information from you and you do not supply it, we may be unable to provide the product or service you require from us.

When it is impractical to collect information directly from you, or when you have given consent and authorised the collection, we may collect your personal information from a third party.

These third parties could include, but are not limited to, lawyers, accountants, health practitioners, underwriters, insurance companies, loss adjusters and government departments such as the Ministry of Justice. We ensure information is collected in a lawful, fair and unintrusive manner.

Your information may be stored on computer systems or databases, and in hard copy or paper files.

We adopt best-practice policies and procedures that are accepted industry standards to ensure the security of our digital and paper-based storage systems and safeguard your personal information from loss, misuse, unauthorised access or modification.

You may request access to your personal information in writing at any time. If a third party requests information on your behalf, the request must be accompanied by your written consent confirming it is authorised.

We will endeavour to provide the information in a timely manner unless the Privacy Act 2020 prevents us from doing so.

You may request the correction of your personal information at any time. If for some reason we are unable to change the information, we can tag it with a statement that the correction was requested and refused.

We may not use your information unless we are sure the information we hold is accurate, up to date, complete, relevant and not misleading.

We ensure any information we hold is not held longer than required by law.

We will not use information collected for any purpose outside Trilogy Financial Solutions NZ unless you have authorised us to do so, or unless the information is publicly available.

We review this privacy statement regularly and reserve the right to make changes at any time to take into account changes in our business and legal requirements.