Introduction
Maurice Trapp Group Privacy Policy.
Maurice Trapp Group and its subsidiaries, including but not limited to Mortgage Lab, Employee Lab and Cooney Insurance, comply with the New Zealand Privacy Act 2020 when dealing with personal information.
This policy applies to personal information collected from clients, employees, contractors and job applicants in connection with employment or engagement with Maurice Trapp Group and its subsidiaries.
This policy does not limit or exclude any rights under the Act. More information is available from the Office of the Privacy Commissioner at www.privacy.org.nz.
Personal information
Information MTG may collect.
Personal information includes information about an identifiable individual. This can include:
- Name, address and contact details.
- Date of birth and occupation.
- Payment information and financial details.
- Employment history and current employment details.
- Education and qualifications.
- Source of funds or source of wealth where required.
- Testimonials, feedback and any other information that can identify you.
Use and disclosure
How personal information is used.
MTG only collects and uses personal information where permitted by law or with consent. Personal information may be used to verify identity, provide services and products, market services, improve products, respond to communications and complaints, protect legal rights and meet legal or regulatory requirements.
Telephone conversations may be recorded to ensure clarity, uphold service standards, and support training or compliance. Recordings are handled in accordance with applicable privacy laws and retained only as long as necessary.
Personal information may be disclosed to service providers, product providers, advisers, identity verification services, compliance reviewers, regulators and anyone else authorised by you or required by law.
MTG does not share personal information directly with social media platforms, but may use anonymised or hashed information to create targeted advertising audiences on platforms such as Facebook or LinkedIn.
Security and storage
Protecting and retaining information.
MTG takes reasonable steps to protect personal information from loss, misuse and unauthorised access. This includes encrypting data in transit and at rest, limiting access to secure network connections, and undertaking regular audits and software reviews.
Some data is processed or stored using offshore cloud providers such as Microsoft, Google or AWS. MTG takes reasonable steps to ensure overseas recipients comply with New Zealand privacy standards.
Personal information is retained only as long as necessary to fulfil the purposes for which it was collected and to comply with legal and regulatory obligations. Advice records may be retained for seven years to meet Financial Markets Conduct Act requirements.
Access and correction
Your rights.
You have the right to request access to readily retrievable personal information and request correction of that information, subject to grounds for refusal under the Act.
To request access or correction, email info@mauricetrapp.com with proof of identity and details of the information you want to access or correct.
If a notifiable privacy breach occurs, MTG will notify the Privacy Commissioner and affected individuals as required by the Privacy Act 2020.
MTG uses cookies and may monitor website and IT system activity to detect unauthorised access or attacks. You may disable cookies via your browser settings, but this may limit website functionality.
