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 Select Wealth Management
Select Wealth Management makes sophisticated investing easy, benefiting both advisers and clients.
Using this Select Wealth portal gives you on-line access to check your portfolio valuation, cash balances and transactions; investment additions and withdrawals and to review your client details.
Printed portfolio reports are sent to clients at the end of every quarter (March, June, September and December). These include:
Portfolio summary, valuation and performance; Asset allocation; Cash and asset transactions; Schedule of fees;
If you have opted to receive reporting electronically from the custodian, you will be able to access these reports online rather than receiving paper-based reports.
A tax report is available at the end of each financial year.