- Your full legal name
- Contact information
- Address
- Health and
- Financial details
- Provide insurance and or mortgage service to you.
- To review your existing insurance and or mortgage
- Insurance providers when offering insurance service
- Banks and or non-bank lenders when offering mortgage service
- Tower Insurance for fire & general
- MyFootprint for online Will offer
- Tower Insurance for fire & general
- MyFootprint for online Will offer
Records are made available when required for review by regularots, compliance officers and or to auditors when requested.
From time to time, we may go overseas for either work or leave while we are away, our staff & I, continue to be available to assist you. This will require us to access your data and your data may be transferred overseas. We take every precaution to always protect your privacy.
If you choose not to give certain information when requested by either an insurance provider or lender this may impact on our ability to offer an insurance or mortgage solution for you.
We keep your information safe by securely locking all files on site and we have a paid subscription based cloud storage back up system. Our staff have access to your information that we hold on file.
We keep your information while you are a client of Allsure Fianical Solutions Limited, your information is securely destroyed 7 years after you have ceased to be a client of Allsure Financial Solutions Limited.
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 there are any errors. If you would like a copy of your information or to updated or correct your information, please contact us at admin@allsure.co.nz or call 09 950 5935 or write to 70 Danbury Drive, Torbay, Auckland,0632
