To provide our services, we are required to obtain and hold certain information from you such as contact details, financial information and records, and medical information and records.
We collect your personal information to provide advice that is correct for your situation and your needs, as well as facilitate applications for things such as insurance, mortgages, and KiwiSaver. We also collect information to support making claims against insurance policies.
Besides our staff, we may share this information, only with your permission with:
- Other Financial Service Providers such as insurers, banks, and KiwiSaver providers as is required to assist in obtaining an insurance policy, lending or joining a scheme.
- Compliance advisers, assessors, regulators, or any claims investigators who may need access to such information.
- Other professionals or institutions such as solicitors, accountants, general insurance brokers, and lenders when such services are required to complement our advice for you
- Statutory authorities
If you choose not to provide the necessary information that is required, unfortunately, we'll be unable to provide our services.
We keep your information safe by storing it in a secure CRM and only allowing the necessary and required staff access to this information.
In accordance with the Privacy Act 2020, 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 firstname.lastname@example.org, or 09 416 4357.
We keep your information for as long as you are a client of Naked Finance, so we have all relevant and past information. If you cease being a client, we are obligated to hold your information on file for a period of at least seven years, however, we will retain this information until such time as any statute of limitations relating to the advice provided has passed.