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.
We collect personal information from you, including information about your:
Date of Birth.
Interactions with us.
We collect your personal information in order to:
Manage your portfolio and to provide personalised reporting services.
Besides our employees, we share this information with:
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 email@example.com, or 093098926, or Level 25, 125 Queen Street, Auckland CBD.
Please read the conditions and tick the box to indicate that you agree to receive reports electronically.
Welcome to the ASB Portfolio Series Online Service
ASB Portfolio Series offers online reporting tools via the MMC Wealth Administration custodial system. This online service allows you to monitor your investment portfolio with ease, enabling access to up-to-the-minute information and comprehensive reporting.
If you have any questions about using this service please contact your Wealth Associate on 0800 108 777.
ASB Wealth Managers' disclosure statements are available on request and free of charge from your ASB Wealth Manager.
Disclaimer: The information contained in this ASB website is for informational purposes and is designed for use by New Zealand residents only. Neither the Manager, the trustee of the Fund/Trust, ASB Bank Limited, the Commonwealth Bank of Australia Group, nor any of their directors, nor any other person guarantees the securities offered or any of the investments or returns made in respect of the Fund/Trust. The securities offered are subject to investment risk including loss of income and principal invested.