Use of Information

We will collect personal information (including full name, address and contact details) so that we may administer our customer relationships and provide clients with the products and services they request. This information is held at our offices. If at any time you wish to have access to, or correct any of, the information obtained with your permission, please contact us. We may be allowed or obliged to disclose information by law, eg: under Court Orders or Statutory Notices pursuant to taxation laws. We may also disclose personal/business information to other financial institutions and organisations at their request if you seek to obtain products and/or services from them. Personal/business information may also be disclosed to:

Professionals including but not limited to solicitors, accountants, mortgage brokers, and stockbrokers when a referral is required, at your request and;
If you have insurance, those involved in the insurance process including but not limited to claims investigators, medical practitioners, re-insurers, insurance reference agencies.
If I intend to sell my business, any prospective purchaser of my business.
The Financial Markets Authority and/or any other regulatory body as required for audit purposes.

Our Contact Details:

Priority Financial Services, FSP490787, holds a full Financial Advice Provider (FAP) license issued by the Financial Markets Authority with effect from 28 Jan 2022.

142 Lake Terrace Road
Burwood
Christchurch
03 343 2111
admin@priorityfs.co.nz