What information is maintained in my file, and can I examine it?

We will maintain a record of your personal profile, including details of your insurance objectives and needs and any other information relating to your specific financial situation. We will also maintain records of any recommendations or advice given to you. As professional advisers, we are committed to ensuring the privacy and security of your personal information in accordance with the principles of the Privacy Act 1988. Please see our privacy policy for full details of our commitment to you.