This privacy statement relates to MMC Limited’s Wealth Administration Portal www.myportfolio.co.nz (“Portal”).

COLLECTION AND USE OF PERSONAL INFORMATION

We must comply with our obligations under the Privacy Act 2020 when collecting, storing and using your information. Personal information, as defined by and protected by the Privacy Act, means any information about an identifiable individual.

• Name.
• Date of Birth.
• IRD Number.
• Contact information.
• Interactions with us.

• Manage your portfolio and to provide personalised reporting services.

• Your Financial Adviser and Investment Custodial Services.

Providing some information is optional. If you choose not to enter the information requested, access to the myportfolio.co.nz Portal will be unavailable.

We keep your information safe via a high level of cyber security, including prevention and monitoring software, and only allowing authorised individual access to the information.

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 risk@mmcnz.co.nz, or 093098926, or Level 25, 125 Queen Street, Auckland CBD.