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.
Your portfolio with Stuart Carlyon is now administered by our new custodian, NZX Wealth Technologies. We will be emailing portal access invitations to clients over the coming weeks. Please contact us on 09 307 2331 if you don’t receive an email and would like to arrange your new client portal access.
The information on this site will only show some investments of your portfolio – not the whole portfolio. You can access your total portfolio on the NZX WT client portal. This site will also be used by the previous custodian to provide six-monthly regulatory reports of the assets held here.
If you have any questions about this information, please contact us on 09 307 2331.