Future Wealth Privacy Statement

We collect personal information from you, including information about your:
• name
• contact information
• interactions with us
• ID requirements.

We collect your personal information in order to:
• verify your identity
• for ‘Anti Money Laundering’ compliance.

Besides our staff, we share this information with:
• Providers in order to offer suitable products and services.

Providing some information is optional. If you choose not to enter personal information, we'll be restricted on what financial services we can offer.

We keep your information safe by storing it in secure files and only allowing certain staff to access it.

We keep your information for as long as necessary for its purpose. Then we securely destroy it by permanently erasing any digital information held.

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 admin@futurewealth.nz, or on 027 628 8010.