Information and privacy agreement
Staffords Wealth Management Ltd takes great pride to ensure your information is safe
and secure
Information about you which, at any time, provide to Staffords Wealth Management Ltd and collected by us will only be
used for the purposed it is intended. We will have to provide some of the relevant information to Consilium NZ Ltd for the
purposes of administering the portfolios you may have. There is strict confidentiality agreements in place with Staffords
Wealth Management and Consilium NZ Limited.
We can provide personal information to an agreed KiwiSaver Provider for the purposes of opening a KiwiSaver account on
your behalf.
Storage of information
Information about you will stored both physically and electronically by Staffords Wealth Management Ltd. Consilium NZ
Ltd will also have electronic information about you to administer the custodial platform.
Staffords Wealth Management Ltd will ensure that information will be held securely and protected as required by the
Privacy Act 2020 and other applicable laws. Staffords Wealth Management Ltd will not disclose any information about you
to any person, except in connection with a purpose described below, or as authorised by you or in accordance with New
Zealand Law.
Use and disclosure of information
Information about you will be primarily used for your financial planning and investment management. Information will be
disclosed to any third party providers such as Consilium and FNZ Custodial Services. The recipient of the information is
subject to an obligation of confidentiality in relation to that information.
Information may be used to further enhance the relationship Staffords Wealth Management Ltd has with you, such as,
communicating with via email, text message, other apps, by post or over the phone to discuss any marketing, products,
offers, promotions or anything that Staffords Wealth Management Ltd may think will help your choices.
We may also share the information with a KiwiSaver provider or Fund Manager, that we directly invest into on your behalf.
If you have provided information about someone else, you have obtained the consent of that person.
You consent to the disclosure of your personal information (including health) to your spouse or partner named in this Client
Profile for the purpose of your Stafford’s Financial Adviser providing you with the services agreed upon.
Legal and regulatory compliance
You agree that Staffords Wealth Management Ltd may collect information about you to comply with any laws, rules or
regulations in New Zealand and overseas. You also agree that we can share any relevant information about you and your
investments with any Government Body or agency in New Zealand and overseas to help Staffords Wealth Management Ltd
meet its obligations in respect to any laws, rules or regulations.
Access and correction
Pursuant to the Privacy Act 2020 and other applicable laws, if you are an individual, you have to right to see and request the
correction of any personal information held about you
Please tell us
If you do not wish to provide all the information in this form that your Stafford’s Financial Adviser is asking, please then tell
us. If you don’t provide all the information, then Staffords Wealth Management Ltd may restrict the type of advice you get.
Contact us
To obtain more information about how manage information please contact us by:
- Emailing your Stafford’s Financial Adviser
- Writing to Staffords Wealth Management Ltd at 15 Strowan Road, Strowan,
Christchurch