Disclosure
Licensing information
The financial advisers employed by Morris & Co Financial Advisers (2023) Limited, trading as Morris & Co Financial Advisers, are engaged directly by Wealthpoint Limited which holds a financial advice provider license.
Complaints handling & dispute resolution
When we receive a complaint, we will consider it following our internal complaints process:
- We will consider your complaint and let you know how we intend to resolve it. We may contact you to get further information about your complaint.
- We aim to resolve complaints within 10 working days of receiving them. If we can’t, we will contact you within that time to let you know we need more time to consider your complaint.
- We will contact you by phone or email to let you know whether we can resolve your complaint and how we propose to do so.
If we can't resolve your complaint, or you aren't satisfied with the way we propose to do so, you can contact IFSO.
IFSO provides a free, independent dispute resolution service that may help investigate or resolve your complaint if we haven't been able to resolve your complaint to your satisfaction.
You can contact IFSO by emailing info@ifso.nz or by calling 0800 888 202 you can also write to them at Insurance & Financial Services Ombudsman Scheme
PO Box 10-845, Wellington 6143, New Zealand.
Privacy Policy
At Morris & Co Financial Advisers, we value your privacy and the trust you place in us. We are committed to ensuring compliance with The Privacy Act 2020 and to the ongoing protection of your personal information.
We collect personal information from you for the purposes of understanding your risk management profile and providing you with quality advice about our financial products and services. This information may be used to identify you when we are doing business so we can protect your information from unauthorised access; setting up, administering and managing your products and services; managing your financial advice with authorised third parties; claims management and advocacy; marketing purposes; staff training and development.
We collect this information during our general business and, where possible, we collect this information directly from you. Information may be collected either face to face, via phone, via email or in written correspondence. This information may include name, date of birth, gender, family, or business relationships; physical address and contact details;
If we request information from you and you do not supply this information, we may be unable to provide you with the product or service you require from us.
When it is impractical to collect information directly from you, or when you have given us your consent and authorised the collection, we may collect your personal information from a third party. These could include but are not limited to, lawyers, accountants, health practitioners, underwriters, insurance companies, loss adjusters and government departments e.g. Ministry of Justice. We ensure information is collected in a lawful, fair, and un-intrusive manner.
Your information may be stored on computer systems, or databases, and in hard copy or paper files. We adopt best practice policies and procedures that are accepted by industry standards to ensure the security of our digital and paper-based storage systems to safeguard your personal information from loss, misuse, unauthorised access, or modification.
You may request in writing access to your personal information at any time. If a third-party requests information on your behalf it must be accompanied by written consent from you that this is authorised. We will endeavour to get the information to you in a timely manner unless by law we are unable to provide this under The Privacy Act 2020.
You may request the correction of your personal information at any time. If for some reason we are unable to change the information we can tag it with a statement that the correction was requested and refused.
We may not use your information for any reason unless we are sure the information we hold is accurate, up-to-date, complete, relevant, and not misleading.
We ensure any information we hold is not held any longer than we are required to by law.
We will not use information collected for any other purpose outside of Morris & Co Financial Advisers unless you have authorised us to do so, or unless the information is publicly available.
We review this Privacy Statement regularly and reserve the right to make changes at any time to take into account any changes in our business and legal requirements.
Accuracy of information on the website
This Website has been prepared from information believed to be accurate and reliable at the time it was sourced. Morris & Co Financial Advisers will use reasonable efforts to update the website on a regular basis; however, Morris & Co Financial Advisers makes no representation and gives no warranty as to the accuracy, currency or completeness of any information on the website. You agree that your use of the information and/or services is entirely at your own risk.