Your Personal Information
The Privacy Act 2020 gives you the right to request access to, and correction of, your personal information.
LESA Financial Solutions collectively abides by the thirteen Privacy Principles implemented under the Privacy Act 2020 controlling how “agencies” collect, use, disclose, store and give access to personal information obtained from existing and potential clients.
What information do we collect?
LESA Financial Solutions, in its dealings with you and in the provision of financial services may hold a variety of personal and sensitive information including:
protect personal and sensitive information from misuse, loss and unauthorised access.
What do we do with it?
Information provided by you or any authorised agent, will be used by LESA Financial Solutions for the purpose of providing advice and service to you, and to provide you with information about other services we consider may be useful and appropriate.
Your information may be used by:
Where do we store it?
Your information is stored securely on a third-party cloud- based provider, accessed only by LESA Financial Solutions.
What are my rights?
You do not have to provide information to us. If you choose not to provide necessary personal information when requested, we maybe be unable to provide certain information or services to you.
You have the right to ask for a copy of any personal information we hold about you. If you have a concern about the information we hold, would like to view or change something on your file or would like more information on LESA Financial Solution’s Privacy Policy, you can contact us as follows:
LESA Financial Solutions Ltd
LESA Financial Solutions collectively abides by the thirteen Privacy Principles implemented under the Privacy Act 2020 controlling how “agencies” collect, use, disclose, store and give access to personal information obtained from existing and potential clients.
What information do we collect?
LESA Financial Solutions, in its dealings with you and in the provision of financial services may hold a variety of personal and sensitive information including:
- Contact details: your name, phone number, email address, address
- Your financial details: your bank account details, IRD numbers
- Documents that verify your identity, such as copy of your passport or license
- Proof of address, such as a rates or utility bill
- Employment and marital status
- Your health information
- Records of correspondence between you and LESA Financial Solutions
protect personal and sensitive information from misuse, loss and unauthorised access.
What do we do with it?
Information provided by you or any authorised agent, will be used by LESA Financial Solutions for the purpose of providing advice and service to you, and to provide you with information about other services we consider may be useful and appropriate.
Your information may be used by:
- A service provider when implementing our advice.
- A government regulator in relation to reviewing our advice or for statutory purposes such as Anti-Money Laundering / Countering Financing of Terrorism.
- Compliance advisers, disputes resolution services, assessors or claims investigators who may need access to such information.
- Other professionals such as solicitors, accountants, finance brokers or financial planners when their services are required to implement our advice.
Where do we store it?
Your information is stored securely on a third-party cloud- based provider, accessed only by LESA Financial Solutions.
What are my rights?
You do not have to provide information to us. If you choose not to provide necessary personal information when requested, we maybe be unable to provide certain information or services to you.
You have the right to ask for a copy of any personal information we hold about you. If you have a concern about the information we hold, would like to view or change something on your file or would like more information on LESA Financial Solution’s Privacy Policy, you can contact us as follows:
LESA Financial Solutions Ltd
|
18A Manuka Road
Glenfield Auckland 0629 |
PO Box 40 316
Glenfield Auckland 0747 |
