Test – Client Information Form

By submitting this document you consent to us or any company associated with us, processing, both manually and by electronic means, your personal data for the purposes of providing advice, administration and management. “Processing” includes obtaining, recording, carrying out operations, or holding information or data, transferring it to other companies associated with us, product providers, any statutory, governmental or regulatory body for legitimate purposes including, where relevant, to solicitors and debt collection agencies. If at any time you wish us or any company associated with us to cease processing your personal data or sensitive personal data, or contacting you, please contact The Data Protection Officer at info@qropsnz.com. You may be assured that we and any company associated with us will treat all personal data and sensitive personal data as confidential and will not process it other than for a legitimate purpose.

By submitting this document you consent to us or any company associated with us, processing, both manually and by electronic means, your personal data for the purposes of providing advice, administration and management. “Processing” includes obtaining, recording, carrying out operations, or holding information or data, transferring it to other companies associated with us, product providers, any statutory, governmental or regulatory body for legitimate purposes including, where relevant, to solicitors and debt collection agencies. Please read this section carefully before pressing the submit button below. I confirm that the information I have provided is, to the best of my knowledge correct. I have provided this information understanding that it is used to form the basis of any advice and recommendations made to me and that I am not under any obligation to take up any recommendation made. I further declare that if I do not want to disclose certain personal/financial information I am aware that this may prevent an Adviser from being able to identify areas where it might have been appropriate to make recommendations, or could have an effect on the recommendations that have been made. NB: Please understand that we reserve the right to decline to give advice if full information is not provided.