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 Personal Investment Centre’s client portal. Through this site our clients are able to view their portfolio details with ease. Personal Investment Centre would welcome the opportunity to help you think about your future by identifying your life goals and coming up with a plan on how to achieve them. This could include saving for a house, car or overseas trips, setting funds aside for your children's education, planning for your retirement, insurance cover and estate planning. We specialise in ensuring our retired investors optimise their cash flow and protect their capital through their retirement years. Contact us today and let us help you PICk the investment path that is right for you. www.investcentre.co.nz