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Cambridge Life Insurance

Privacy Policy

We understand how important it is to protect your personal information.  This document sets out our privacy policy commitment in respect of personal information we hold about your and what we do with that information.

We collect personal information from you, including information about your:

  • name

  • contact information

  • location

  • interactions with us

  • billing or purchase information

Privacy and Personal information

We only collect your personal information in order to:

  • Provide Financial Advice for Risk Insurance to retail clients.

  • Responding to your requests or inquiries

  • Sending communications and direct marketing to you about products and services we think may be of interest to you.

  • Any other purpose authorised by you or the Privacy Act

We collect the personal information we need to provide you with the financial advice and to meet our legal obligations.  Most of this information is provided directly by you.  

In some cases, we may also collect personal information about you from third parties, such as product providers, public records, or other advisers involved in your financial affairs.

When this happens, the Privacy Act 2022 requires us to take reasonable steps to inform you, as soon as reasonably practicable, about what information has been collected, why we need it, how it will be used, and who it may be shared with.

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We only collect information that is necessary for providing advice or meeting our regulatory requirements.

You can request access or correct personal information at any time by contact us.

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Besides our staff, we share this information with:

  • any 3rd party in order to take actions connected to the implementation of insurances for our clients.

  • Link Financial Group 2022 Ltd (Our Financial Advice Provider)

  • Anyone who we are legally required or authorised to share your information with, including regulators and government agencies.

  • To auditors  to ensure we are providing services to you that are in your best interest, and in accordance with current regulations.

  • Any other person or entity authorised by you or the Privacy Act.

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We use cloud storage to store the personal information we hold about you.  The cloud storage and the IT servers may be located outside of New Zealand.

Providing some information is optional. If you choose not to enter a certain type/relevant of information, we'll be unable to provide advice.

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We keep your information safe by storing it in our CRM system and One Drive files and only allowing certain staff to access it. 

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You have the right to request 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. 

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If you’d like to ask for a copy of your information, or to have it corrected, please contact us at jatin@cmblife.co.nz, or 021489372.

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